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
451
$2.98M 0.01%
19,976
-5,479
452
$2.97M 0.01%
50,895
+6,035
453
$2.91M 0.01%
+300,000
454
$2.86M 0.01%
44,726
-1,163
455
$2.83M 0.01%
17,100
-1,991
456
$2.83M 0.01%
69,655
-107,025
457
$2.79M 0.01%
53,561
-5,529
458
$2.77M 0.01%
23,837
-7,493
459
$2.75M 0.01%
70,539
+1,355
460
$2.72M 0.01%
60,659
-93
461
$2.71M 0.01%
22,719
+6
462
$2.7M 0.01%
132,704
-531
463
$2.69M 0.01%
90,595
-32,124
464
$2.68M 0.01%
71,474
-12,522
465
$2.68M 0.01%
21,623
466
$2.64M 0.01%
42,795
-191
467
$2.64M 0.01%
18,124
-3,560
468
$2.62M 0.01%
25,738
-14,923
469
$2.62M 0.01%
20,437
+184
470
$2.61M 0.01%
15,409
-1,742
471
$2.6M 0.01%
5,522
-250
472
$2.54M 0.01%
10,352
-3,987
473
$2.53M 0.01%
+250,000
474
$2.49M 0.01%
9,491
+3,937
475
$2.48M 0.01%
8,735
-450
17 18
19
20 21