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
901
$108K ﹤0.01%
+12,000
902
$90K ﹤0.01%
22,500
903
$87K ﹤0.01%
33
+3
904
$69K ﹤0.01%
1,166
-3,333
905
$50K ﹤0.01%
10,000
906
$41K ﹤0.01%
10,000
907
$30K ﹤0.01%
10,040
908
$21K ﹤0.01%
4,910
909
$20K ﹤0.01%
214
910
$20K ﹤0.01%
15,335
911
$12K ﹤0.01%
2,500
912
$12K ﹤0.01%
10,000
913
$8K ﹤0.01%
+1,200
914
$5K ﹤0.01%
13,518
915
– –
-30,759
916
– –
-500,174
917
– –
-15,150
918
– –
-50,409
919
– –
-12,455
920
– –
-36,886
921
– –
-103,044
922
– –
-4,827
923
– –
-3,238
924
– –
-4,925
925
– –
-5,383
35 36
37
38 39