CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$1.03B 3.6%
7,666,136
+576,929
2
$975M 3.42%
10,294,060
+893,040
3
$754M 2.65%
15,248,540
+851,876
4
$583M 2.05%
41,416,746
+813,260
5
$540M 1.89%
3,111,185
+376,996
6
$510M 1.79%
4,565,517
+322,114
7
$509M 1.79%
17,620,183
-227,323
8
$418M 1.47%
7,726,000
+98,760
9
$391M 1.37%
1,479,792
-40,169
10
$372M 1.31%
2,936,390
+395,102
11
$358M 1.26%
6,546,209
+788,040
12
$344M 1.21%
1,680,653
+120,050
13
$335M 1.17%
1,915,984
+272,538
14
$329M 1.15%
1,115,194
+57,727
15
$319M 1.12%
2,292,800
+266,902
16
$317M 1.11%
3,692,733
+484,208
17
$309M 1.08%
1,265,085
+172,484
18
$304M 1.07%
1,034,963
+91,414
19
$302M 1.06%
1,449,977
+53,548
20
$268M 0.94%
2,183,177
+336,826
21
$265M 0.93%
1,567,528
+166,730
22
$265M 0.93%
6,266,570
+703,821
23
$264M 0.93%
4,878,940
+1,433,620
24
$260M 0.91%
1,942,988
-9,654
25
$259M 0.91%
1,569,459
+183,198
1
2 3 4 5