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
876
$215K ﹤0.01%
+1,488
877
$215K ﹤0.01%
+5,190
878
$213K ﹤0.01%
13,809
-3,140
879
$212K ﹤0.01%
+13,103
880
$209K ﹤0.01%
11,360
-78,102
881
$209K ﹤0.01%
4,350
-7
882
$208K ﹤0.01%
1,431
-3
883
$208K ﹤0.01%
+10,200
884
$207K ﹤0.01%
3,759
-60
885
$205K ﹤0.01%
3,930
+75
886
$205K ﹤0.01%
+688
887
$204K ﹤0.01%
3,080
888
$200K ﹤0.01%
5,600
889
$198K ﹤0.01%
12,154
-150
890
$192K ﹤0.01%
155,200
891
$182K ﹤0.01%
16,529
-38,107
892
$165K ﹤0.01%
14,296
-2,115
893
$157K ﹤0.01%
90,000
+40,000
894
$153K ﹤0.01%
20,884
-7,000
895
$153K ﹤0.01%
12,000
896
$143K ﹤0.01%
12,333
-38,583
897
$128K ﹤0.01%
13,840
-600
898
$126K ﹤0.01%
11,445
899
$125K ﹤0.01%
24,000
-4,000
900
$114K ﹤0.01%
12,873
+195
34 35
36
37 38