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
826
$289K ﹤0.01%
18,878
+201
827
$286K ﹤0.01%
19,390
828
$286K ﹤0.01%
25,000
829
$285K ﹤0.01%
+20,000
830
$282K ﹤0.01%
1,491
831
$276K ﹤0.01%
9,604
-45,429
832
$273K ﹤0.01%
7,086
+555
833
$273K ﹤0.01%
19,434
+1,000
834
$271K ﹤0.01%
8,850
835
$269K ﹤0.01%
6,283
-17
836
$267K ﹤0.01%
1,885
837
$267K ﹤0.01%
7,020
-300
838
$266K ﹤0.01%
22,213
839
$266K ﹤0.01%
2,947
-2,573
840
$264K ﹤0.01%
1,155
-50
841
$262K ﹤0.01%
+73,300
842
$261K ﹤0.01%
21,282
-500
843
$260K ﹤0.01%
2,157
844
$259K ﹤0.01%
5,038
845
$259K ﹤0.01%
1,599
-2,730
846
$257K ﹤0.01%
12,370
847
$257K ﹤0.01%
4,115
-1,815
848
$254K ﹤0.01%
5,253
849
$253K ﹤0.01%
3,084
850
$253K ﹤0.01%
21,120
-2,560
32 33
34
35 36