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
426
$3.46M 0.01%
79,599
-3,298
427
$3.4M 0.01%
13,751
+66
428
$3.36M 0.01%
28,069
+15,064
429
$3.33M 0.01%
21,938
+559
430
$3.29M 0.01%
41,855
-9,333
431
$3.27M 0.01%
139,076
-1,483
432
$3.26M 0.01%
43,639
433
$3.25M 0.01%
13,542
-2,202
434
$3.22M 0.01%
22,673
-3,177
435
$3.22M 0.01%
18,575
-1,520
436
$3.22M 0.01%
55,861
-815
437
$3.2M 0.01%
36,300
-41
438
$3.19M 0.01%
+30,000
439
$3.17M 0.01%
42,986
+3,749
440
$3.17M 0.01%
11,316
-1,210
441
$3.12M 0.01%
371,250
442
$3.1M 0.01%
84,755
+50,790
443
$3.09M 0.01%
15,495
+845
444
$3.07M 0.01%
+303,400
445
$3.05M 0.01%
22,510
-820
446
$3.05M 0.01%
51,370
-1,958
447
$3.04M 0.01%
200,408
+13,342
448
$3.04M 0.01%
18,816
-101
449
$3.01M 0.01%
106,699
-13,468
450
$2.98M 0.01%
81,762
-9,847
16 17
18
19 20