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
476
$2.48M 0.01%
67,661
-862
477
$2.48M 0.01%
27,439
-6,679
478
$2.48M 0.01%
300,395
+395
479
$2.48M 0.01%
15,917
-2,717
480
$2.45M 0.01%
48,788
481
$2.44M 0.01%
63,583
+24,908
482
$2.42M 0.01%
+25,597
483
$2.38M 0.01%
13,816
-2,266
484
$2.36M 0.01%
44,305
-7,417
485
$2.32M 0.01%
43,880
-13,100
486
$2.3M 0.01%
10,525
+9,305
487
$2.3M 0.01%
60,000
+1,000
488
$2.28M 0.01%
105,636
-9,071
489
$2.28M 0.01%
37,406
+14,976
490
$2.24M 0.01%
141,610
+14,993
491
$2.23M 0.01%
62,941
+413
492
$2.22M 0.01%
14,979
-1,350
493
$2.2M 0.01%
126,972
+64,740
494
$2.19M 0.01%
21,314
-610
495
$2.18M 0.01%
31,095
-2,686
496
$2.17M 0.01%
76,217
-4,897
497
$2.13M ﹤0.01%
26,842
-419
498
$2.12M ﹤0.01%
40,876
-6,648
499
$2.11M ﹤0.01%
77,201
+8,309
500
$2.1M ﹤0.01%
41,500
+13,600
18 19
20
21 22