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
126
$53.9M 0.19%
908,364
+263,968
127
$52.6M 0.18%
191,678
-9,448
128
$51.2M 0.18%
159,398
-7,472
129
$51.2M 0.18%
246,679
-2,942
130
$50.7M 0.18%
274,985
-10,152
131
$48.4M 0.17%
1,178,171
-35,491
132
$47.7M 0.17%
1,177,130
+391,505
133
$47.1M 0.17%
675,244
+146,996
134
$46.7M 0.16%
810,219
-896,446
135
$46.6M 0.16%
1,301,754
-46,660
136
$45.8M 0.16%
623,029
+371,522
137
$45M 0.16%
40,941
+38
138
$44.6M 0.16%
1,049,619
+102,510
139
$44.5M 0.16%
+903,285
140
$44.4M 0.16%
296,085
-2,886
141
$44.4M 0.16%
272,643
-5,268
142
$43M 0.15%
391,770
+6,641
143
$42.5M 0.15%
2,607,518
+28,834
144
$42.4M 0.15%
601,541
+562,913
145
$41.4M 0.15%
630,367
+253,186
146
$41M 0.14%
+178,394
147
$40.9M 0.14%
685,208
+653,651
148
$40.2M 0.14%
790,128
+16,638
149
$39.7M 0.14%
234,185
+14,672
150
$38.8M 0.14%
998,950
-19,675
4 5
6
7 8