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
201
$21.3M 0.07%
733,822
-38,274
202
$21.1M 0.07%
457,726
+25,614
203
$20.8M 0.07%
153,614
-181
204
$20.4M 0.07%
58,847
+288
205
$19.8M 0.07%
151,962
+188
206
$19.6M 0.07%
214,562
-28,099
207
$19.6M 0.07%
149,254
+2,217
208
$19.4M 0.07%
597,588
+48,336
209
$19.3M 0.07%
135,704
+4,693
210
$19.2M 0.07%
145,846
-8,270
211
$19M 0.07%
156,003
-7,976
212
$19M 0.07%
228,666
-267
213
$19M 0.07%
91,077
-23
214
$18.9M 0.07%
360,867
-15,574
215
$18.9M 0.07%
723,400
-17,600
216
$18.8M 0.07%
196,219
-276
217
$18.8M 0.07%
1,770,631
+531,128
218
$18.7M 0.07%
3,571,120
219
$18.7M 0.07%
778,016
-2,692
220
$18.6M 0.07%
1,612,540
+99,794
221
$18M 0.06%
222,769
+537
222
$17.9M 0.06%
906,785
+872,759
223
$17.6M 0.06%
114,597
+7,368
224
$17.4M 0.06%
87,076
-410
225
$17.3M 0.06%
146,920
-1,879
7 8
9
10 11