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
26
$378M 0.88%
1,423,530
+10,352
27
$372M 0.86%
650,478
+2,536
28
$343M 0.8%
1,750,958
-17,799
29
$330M 0.77%
15,265,561
-1,988,182
30
$327M 0.76%
5,499,501
+33,407
31
$323M 0.75%
2,261,852
+266,434
32
$323M 0.75%
1,652,258
+362,591
33
$322M 0.75%
717,152
+8,444
34
$317M 0.74%
1,932,902
-847
35
$306M 0.71%
2,036,958
+909
36
$304M 0.71%
888,965
+12,863
37
$296M 0.69%
2,357,750
+9,746
38
$291M 0.68%
838,303
-81,366
39
$289M 0.67%
984,261
+6,815
40
$282M 0.66%
2,185,682
-767
41
$281M 0.65%
2,307,532
+20,752
42
$273M 0.64%
1,992,408
+512,036
43
$272M 0.63%
1,304,425
+5,531
44
$270M 0.63%
1,609,342
+12,560
45
$269M 0.63%
3,272,636
+26,488
46
$264M 0.61%
1,506,130
+370,560
47
$263M 0.61%
1,578,532
+9,541
48
$261M 0.61%
1,352,217
+12,982
49
$257M 0.6%
4,598,415
+18,123
50
$254M 0.59%
1,271,117
-1,834
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