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
351
$8.15M 0.02%
517,665
-63,922
352
$8.05M 0.02%
155,535
-1,219
353
$7.81M 0.02%
250,451
-511
354
$7.72M 0.02%
137,925
-175,590
355
$7.7M 0.02%
51,533
-8,224
356
$7.55M 0.02%
+1,028,750
357
$7.42M 0.02%
30,592
-6,050
358
$7.37M 0.02%
32,796
+392
359
$7.16M 0.02%
24,375
-247
360
$7.06M 0.02%
17,900
-943
361
$7.05M 0.02%
54,765
-369,427
362
$7.03M 0.02%
17,520
+10,268
363
$6.95M 0.02%
54,610
-259
364
$6.89M 0.02%
169,065
-285
365
$6.83M 0.02%
110,286
-30,436
366
$6.78M 0.02%
33,838
+21,124
367
$6.67M 0.02%
55,534
+2,049
368
$6.59M 0.02%
59,010
+50,481
369
$6.59M 0.02%
98,390
-75,340
370
$6.33M 0.01%
69,490
+41,439
371
$6.25M 0.01%
15,516
372
$6.19M 0.01%
103,494
-122
373
$6.01M 0.01%
81,402
-21,633
374
$6.01M 0.01%
9,930
-697
375
$5.93M 0.01%
443,214
-300,000
13 14
15
16 17