CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$86.6M
2
+$83.2M
3
+$83M
4
MSFT icon
Microsoft
MSFT
+$73.2M
5
V icon
Visa
V
+$61.7M

Top Sells

1
+$94.5M
2
+$66.8M
3
+$64M
4
WDAY icon
Workday
WDAY
+$61.3M
5
SSNC icon
SS&C Technologies
SSNC
+$54M

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
976
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-80,323
977
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-1,193
978
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-77,765
979
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-126,197
980
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-17,568
981
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-10,045
982
– –
-174,000
983
– –
-8,223
984
– –
-1,140
985
– –
-50,409
36 37 38 39
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