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
926
-3,027
927
-3,530
928
-12,555
929
-12,240
930
-11,242
931
-24,480
932
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933
-5,000
934
-12,419
935
-40,081
936
-3,131
937
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938
-2,957
939
-447,841
940
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941
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942
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943
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944
-10,825
945
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946
-2,341
947
-13,234
948
-47
949
-10,984
950
-4,882