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
151
$38.7M 0.14%
223,340
+186
152
$38.3M 0.13%
527,283
-30,135
153
$36.5M 0.13%
315,617
+114,335
154
$35.1M 0.12%
194,872
+80,374
155
$35.1M 0.12%
644,070
-1,755,282
156
$35M 0.12%
69,422
-398
157
$34.9M 0.12%
132,108
-3,486
158
$34.6M 0.12%
1,550,900
+59,312
159
$34.4M 0.12%
1,035,483
-271,186
160
$34.3M 0.12%
1,655,853
-656,429
161
$34.3M 0.12%
298,611
-9,473
162
$34.3M 0.12%
213,947
-451
163
$33.4M 0.12%
426,789
+4,849
164
$33.3M 0.12%
776,653
-11,357
165
$32.9M 0.12%
912,970
+831,896
166
$32.1M 0.11%
648,672
-414,660
167
$31.5M 0.11%
1,232,920
-169,761
168
$31M 0.11%
243,547
-382
169
$30.8M 0.11%
311,194
+65
170
$29.6M 0.1%
618,792
+4,983
171
$29.5M 0.1%
335,213
-130,871
172
$29.4M 0.1%
464,564
-251,598
173
$29.3M 0.1%
194,528
-490
174
$29.1M 0.1%
197,380
+60,809
175
$28.9M 0.1%
269,100
+295
5 6
7
8 9