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
326
$10.2M 0.02%
304,338
-8,415
327
$10.1M 0.02%
58,769
-14,518
328
$9.69M 0.02%
57,776
+45,853
329
$9.68M 0.02%
133,190
-2,249
330
$9.61M 0.02%
63,476
-1,820
331
$9.53M 0.02%
467,045
-69,314
332
$9.53M 0.02%
+328,443
333
$9.45M 0.02%
+190,673
334
$9.32M 0.02%
259,842
335
$9.31M 0.02%
+136,685
336
$9.19M 0.02%
156,657
-342,543
337
$9.15M 0.02%
31,530
-754
338
$9.14M 0.02%
102,507
-2,164
339
$9.13M 0.02%
104,377
+7,994
340
$9.13M 0.02%
47,546
-510,850
341
$9.08M 0.02%
73,429
+7,362
342
$9.01M 0.02%
18,731
+553
343
$8.87M 0.02%
191,070
-44,115
344
$8.78M 0.02%
1,714,500
+645,600
345
$8.75M 0.02%
135,172
-19,594
346
$8.5M 0.02%
132,473
+23,476
347
$8.41M 0.02%
46,112
-1,130
348
$8.32M 0.02%
34,762
-2,168
349
$8.2M 0.02%
30,313
-41,279
350
$8.19M 0.02%
446,798
+63,858
12 13
14
15 16