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
401
$4.63M 0.01%
17,983
+2,509
402
$4.48M 0.01%
39,883
-553
403
$4.48M 0.01%
39,036
-245
404
$4.47M 0.01%
50,171
-21
405
$4.45M 0.01%
548,069
406
$4.41M 0.01%
+309,352
407
$4.33M 0.01%
6,512
-530
408
$4.33M 0.01%
500,000
409
$4.32M 0.01%
121,571
+109,195
410
$4.25M 0.01%
34,614
-247
411
$4.24M 0.01%
17,539
-1,987
412
$4.22M 0.01%
61,992
-356
413
$4.21M 0.01%
+425,000
414
$4.11M 0.01%
58,508
-16,122
415
$4.1M 0.01%
106,505
-7,140
416
$4.09M 0.01%
52,488
-7,512
417
$3.85M 0.01%
13,112
-232
418
$3.81M 0.01%
14,864
-1,155
419
$3.8M 0.01%
+516,054
420
$3.67M 0.01%
+450,000
421
$3.63M 0.01%
45,095
-1,526
422
$3.63M 0.01%
79,873
423
$3.6M 0.01%
+17,497
424
$3.56M 0.01%
9,860
+83
425
$3.52M 0.01%
8,694
-778
15 16
17
18 19