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
176
$28.7M 0.1%
502,837
+2,675
177
$28.7M 0.1%
622,252
-11,531
178
$28.6M 0.1%
777,453
-59,061
179
$28.2M 0.1%
401,548
+188,580
180
$27.9M 0.1%
1,134,465
-39,135
181
$27.9M 0.1%
4,036,374
+2,581,453
182
$27.8M 0.1%
83,868
-872
183
$27.3M 0.1%
268,801
-11,704
184
$27.2M 0.1%
838,547
-8,496
185
$27.1M 0.09%
1,423,844
+500
186
$26.7M 0.09%
297,910
-438
187
$26M 0.09%
+1,338,578
188
$25.6M 0.09%
619,306
-32,834
189
$25.3M 0.09%
225,300
+12,204
190
$25.2M 0.09%
1,324,037
+350,000
191
$24.6M 0.09%
169,144
+29,583
192
$23.4M 0.08%
166,696
-255
193
$23.4M 0.08%
1,107,285
+408,955
194
$23M 0.08%
462,480
+61,086
195
$22.6M 0.08%
110,209
-304
196
$22.4M 0.08%
+758,997
197
$22.3M 0.08%
180,888
-1,211
198
$22.2M 0.08%
441,001
+302
199
$21.8M 0.08%
215,958
-8,600
200
$21.5M 0.08%
237,138
-3,420
6 7
8
9 10