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
801
$313K ﹤0.01%
+13,625
802
$312K ﹤0.01%
+3,767
803
$309K ﹤0.01%
18,435
-1,029
804
$309K ﹤0.01%
21,631
-1,864
805
$308K ﹤0.01%
12,593
-12,247
806
$307K ﹤0.01%
+5,772
807
$306K ﹤0.01%
15,856
-65,197
808
$306K ﹤0.01%
4,217
-566
809
$305K ﹤0.01%
+4,974
810
$305K ﹤0.01%
+3,820
811
$305K ﹤0.01%
+11,772
812
$304K ﹤0.01%
1,784
813
$301K ﹤0.01%
+10,079
814
$300K ﹤0.01%
+11,278
815
$300K ﹤0.01%
11,290
-12,727
816
$299K ﹤0.01%
+7,424
817
$299K ﹤0.01%
1,792
-16
818
$298K ﹤0.01%
10,608
-2,955
819
$297K ﹤0.01%
18,830
+4,871
820
$297K ﹤0.01%
7,233
-44,640
821
$294K ﹤0.01%
170
822
$293K ﹤0.01%
3,343
-1,079
823
$291K ﹤0.01%
6,759
-587
824
$290K ﹤0.01%
3,973
825
$290K ﹤0.01%
+3,334
31 32
33
34 35