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
851
$251K ﹤0.01%
21,328
+1,449
852
$250K ﹤0.01%
+7,659
853
$246K ﹤0.01%
2,900
-320
854
$246K ﹤0.01%
4,529
-645
855
$246K ﹤0.01%
12,373
+1,402
856
$245K ﹤0.01%
4,225
-97
857
$244K ﹤0.01%
+4,245
858
$239K ﹤0.01%
3,172
859
$239K ﹤0.01%
21,500
860
$238K ﹤0.01%
2,210
-8
861
$235K ﹤0.01%
391
-21
862
$235K ﹤0.01%
+30,000
863
$234K ﹤0.01%
1,040
-269
864
$234K ﹤0.01%
5,000
865
$233K ﹤0.01%
3,662
-7,440
866
$232K ﹤0.01%
12,265
-33,400
867
$226K ﹤0.01%
15,500
868
$225K ﹤0.01%
17,800
869
$223K ﹤0.01%
7,500
870
$223K ﹤0.01%
1,331
+110
871
$223K ﹤0.01%
1,310
-100
872
$222K ﹤0.01%
2,800
873
$218K ﹤0.01%
3,575
874
$216K ﹤0.01%
+4,525
875
$215K ﹤0.01%
5,500
33 34
35
36 37