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
101
$68.4M 0.24%
233,391
-12,562
102
$68.2M 0.24%
5,950,243
+2,325,851
103
$67.7M 0.24%
2,154,530
-550,974
104
$67.1M 0.24%
2,180,977
+196,141
105
$66.5M 0.23%
344,634
+10,195
106
$66.2M 0.23%
358,105
-17,573
107
$65.4M 0.23%
2,603,520
-441,552
108
$65.2M 0.23%
6,463,312
+928,911
109
$64.7M 0.23%
1,286,833
+215,818
110
$64.5M 0.23%
302,622
+22,816
111
$64.4M 0.23%
2,196,945
+224,939
112
$64.2M 0.23%
297,211
-14,728
113
$64.1M 0.23%
931,775
-337,226
114
$61.5M 0.22%
690,333
+45,416
115
$61.4M 0.22%
553,143
+548,948
116
$60.8M 0.21%
1,052,511
+1,998
117
$59.7M 0.21%
2,015,375
+1,053,195
118
$58.6M 0.21%
2,347,131
-376,261
119
$58.6M 0.21%
348,093
-25,493
120
$57M 0.2%
743,843
-4,392
121
$55.8M 0.2%
189,234
+3,578
122
$55.7M 0.2%
367,240
-245,311
123
$54.6M 0.19%
650,795
-47,870
124
$54.5M 0.19%
3,194,457
-38,103
125
$54.4M 0.19%
827,482
-137,359
3 4
5
6 7