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
551
$1.47M ﹤0.01%
70,733
+12,025
552
$1.46M ﹤0.01%
39,719
-10,309
553
$1.46M ﹤0.01%
4,861
-1,565
554
$1.45M ﹤0.01%
70,557
-33,594
555
$1.44M ﹤0.01%
14,173
-603
556
$1.42M ﹤0.01%
11,142
+58
557
$1.41M ﹤0.01%
19,486
-10,187
558
$1.41M ﹤0.01%
36,941
-5,986
559
$1.41M ﹤0.01%
1,178
+8
560
$1.39M ﹤0.01%
29,293
+683
561
$1.39M ﹤0.01%
4,000
-5,796
562
$1.38M ﹤0.01%
16,808
-5,150
563
$1.37M ﹤0.01%
23,511
-3,859
564
$1.37M ﹤0.01%
19,500
565
$1.36M ﹤0.01%
8,847
-679
566
$1.35M ﹤0.01%
8,590
-216,538
567
$1.33M ﹤0.01%
30,569
+2,969
568
$1.31M ﹤0.01%
13,217
+896
569
$1.31M ﹤0.01%
31,374
+22
570
$1.3M ﹤0.01%
13,567
571
$1.3M ﹤0.01%
32,190
-3,433
572
$1.3M ﹤0.01%
27,807
+1,408
573
$1.29M ﹤0.01%
27,736
574
$1.29M ﹤0.01%
21,038
+3,761
575
$1.28M ﹤0.01%
20,610
-774
21 22
23
24 25