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
$43B
AUM Growth
-$554M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,070
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$106M
3
+$98.1M
4
CRM icon
Salesforce
CRM
+$77.2M
5
PNC icon
PNC Financial Services
PNC
+$70.9M

Top Sells

1
+$204M
2
+$133M
3
+$98.1M
4
WAL icon
Western Alliance Bancorporation
WAL
+$86.1M
5
XPO icon
XPO
XPO
+$77.8M

Sector Composition

1 Technology 23.84%
2 Financials 15.86%
3 Healthcare 13.08%
4 Consumer Discretionary 9.62%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20.1M 0.05%
237,180
-8,208
252
$20.1M 0.05%
76,875
+2,700
253
$20.1M 0.05%
452,528
-1,006
254
$19.9M 0.05%
126,721
+179
255
$19.8M 0.05%
242,402
-142,614
256
$19.7M 0.05%
227,577
+12,078
257
$19.2M 0.04%
116,686
-2,938
258
$19.1M 0.04%
40,148
-430
259
$19.1M 0.04%
1,629,725
-106,481
260
$19.1M 0.04%
785,822
+139,685
261
$19.1M 0.04%
155,802
-130
262
$18.9M 0.04%
241,174
-2,412
263
$18.8M 0.04%
48,307
-1,228
264
$18.7M 0.04%
160,585
-9,168
265
$18.6M 0.04%
305,489
-3,668
266
$18.5M 0.04%
36,303
+12,574
267
$18.1M 0.04%
82,734
-9,284
268
$18.1M 0.04%
50,847
-1,228
269
$18M 0.04%
124,579
-6,181
270
$17.9M 0.04%
279,210
+9,263
271
$17.9M 0.04%
164,376
-3,642
272
$17.9M 0.04%
642,385
-270,408
273
$17.9M 0.04%
195,337
-3,779
274
$17.9M 0.04%
285,349
+33,391
275
$17.8M 0.04%
1,065,311
+163,666
9 10
11
12 13