CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28.5B
AUM Growth
+$2.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$84.6M
2
+$79.9M
3
+$77.6M
4
MSFT icon
Microsoft
MSFT
+$77.3M
5
V icon
Visa
V
+$65.4M

Top Sells

1
+$95.6M
2
+$74.4M
3
+$66.2M
4
WDAY icon
Workday
WDAY
+$62.3M
5
SSNC icon
SS&C Technologies
SSNC
+$51.6M

Sector Composition

1 Technology 20.47%
2 Healthcare 13.66%
3 Financials 13.6%
4 Energy 13.45%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$365K ﹤0.01%
2,725
+4
777
$365K ﹤0.01%
4,574
-50
778
$365K ﹤0.01%
20,104
779
$362K ﹤0.01%
+18,227
780
$362K ﹤0.01%
34,768
+7,304
781
$360K ﹤0.01%
38,500
782
$358K ﹤0.01%
7,690
-1,941
783
$358K ﹤0.01%
16,498
-222
784
$355K ﹤0.01%
+4,135
785
$355K ﹤0.01%
30,174
-244,188
786
$352K ﹤0.01%
6,570
+659
787
$351K ﹤0.01%
+7,036
788
$344K ﹤0.01%
10,454
+323
789
$340K ﹤0.01%
+4,164
790
$329K ﹤0.01%
11,500
791
$327K ﹤0.01%
4,084
-413
792
$324K ﹤0.01%
14,277
-17,165
793
$323K ﹤0.01%
10,220
+2,718
794
$321K ﹤0.01%
14,084
795
$320K ﹤0.01%
+10,015
796
$319K ﹤0.01%
+15,026
797
$316K ﹤0.01%
11,033
+137
798
$316K ﹤0.01%
8,716
+43
799
$316K ﹤0.01%
4,726
-55
800
$316K ﹤0.01%
+16,136
30 31
32
33 34