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
526
$1.74M ﹤0.01%
13,562
-1,153
527
$1.74M ﹤0.01%
28,807
+556
528
$1.73M ﹤0.01%
20,007
-5,063
529
$1.71M ﹤0.01%
25,118
-1
530
$1.7M ﹤0.01%
27,513
+1,350
531
$1.7M ﹤0.01%
27,775
+708
532
$1.7M ﹤0.01%
19,515
-3,092
533
$1.66M ﹤0.01%
117,561
-78,009
534
$1.64M ﹤0.01%
+18,769
535
$1.64M ﹤0.01%
+24,031
536
$1.63M ﹤0.01%
42,544
-5,694
537
$1.62M ﹤0.01%
165,355
538
$1.62M ﹤0.01%
21,809
+8,923
539
$1.6M ﹤0.01%
42,635
+4,945
540
$1.59M ﹤0.01%
49,494
541
$1.57M ﹤0.01%
90,702
-4,872
542
$1.57M ﹤0.01%
10,971
-5,884
543
$1.56M ﹤0.01%
16,273
-225,818
544
$1.55M ﹤0.01%
53,268
+3,036
545
$1.54M ﹤0.01%
96,834
+82,364
546
$1.51M ﹤0.01%
119,748
-30,252
547
$1.51M ﹤0.01%
27,646
+1,862
548
$1.5M ﹤0.01%
11,826
-10,189
549
$1.48M ﹤0.01%
35,199
-1,265
550
$1.48M ﹤0.01%
9,649
-950
20 21
22
23 24