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
601
$1.13M ﹤0.01%
4,028
-1,257
602
$1.13M ﹤0.01%
50,316
-3,246
603
$1.12M ﹤0.01%
17,161
+5,900
604
$1.12M ﹤0.01%
44,584
-3,744
605
$1.11M ﹤0.01%
50,366
606
$1.11M ﹤0.01%
6,181
+27
607
$1.11M ﹤0.01%
46,480
608
$1.1M ﹤0.01%
19,370
+490
609
$1.1M ﹤0.01%
19,624
+3,204
610
$1.1M ﹤0.01%
22,268
-4,048
611
$1.1M ﹤0.01%
221,024
612
$1.09M ﹤0.01%
36,996
-1,202
613
$1.08M ﹤0.01%
27,100
614
$1.08M ﹤0.01%
59,871
+1,665
615
$1.07M ﹤0.01%
25,179
+705
616
$1.06M ﹤0.01%
30,435
+6,612
617
$1.06M ﹤0.01%
20,596
-10,181
618
$1.06M ﹤0.01%
18,404
+2,780
619
$1.04M ﹤0.01%
14,210
+60
620
$1.03M ﹤0.01%
18,912
+7
621
$1.02M ﹤0.01%
16,920
+748
622
$1.01M ﹤0.01%
9,360
-3,883
623
$1M ﹤0.01%
5,938
-117
624
$993K ﹤0.01%
4,751
625
$992K ﹤0.01%
15,300
-4,991
23 24
25
26 27