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
76
$117M 0.41%
4,596,666
77
$116M 0.41%
770,506
-31,879
78
$115M 0.4%
409,847
-6,614
79
$115M 0.4%
656,253
-40,842
80
$111M 0.39%
1,622,284
-194,090
81
$111M 0.39%
411,269
-6,242
82
$108M 0.38%
1,633,682
-21,414
83
$108M 0.38%
3,350,036
+38,161
84
$104M 0.37%
464,519
-12,185
85
$104M 0.37%
662,658
-22,965
86
$103M 0.36%
841,371
+448,297
87
$103M 0.36%
4,929,081
+568,337
88
$99.9M 0.35%
1,788,123
-57,550
89
$98.2M 0.34%
643,077
-30,690
90
$95.9M 0.34%
2,212,136
-23,410
91
$88.5M 0.31%
313,602
-234,438
92
$88.5M 0.31%
2,120,968
-388,147
93
$88.4M 0.31%
1,977,712
+122,814
94
$88.2M 0.31%
541,780
-1,755
95
$82.6M 0.29%
591,587
+25,487
96
$82.6M 0.29%
721,433
-200,637
97
$79.6M 0.28%
1,553,508
+214,992
98
$79.4M 0.28%
474,751
+5,224
99
$78.5M 0.28%
504,812
+671
100
$76.6M 0.27%
488,834
+25,437
2 3
4
5 6