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
626
$984K ﹤0.01%
12,110
627
$968K ﹤0.01%
9,707
+981
628
$965K ﹤0.01%
40,020
+7,662
629
$961K ﹤0.01%
19,716
-39,800
630
$957K ﹤0.01%
11,883
-627
631
$955K ﹤0.01%
51,980
+763
632
$946K ﹤0.01%
7,497
-1,943
633
$945K ﹤0.01%
7,047
634
$944K ﹤0.01%
33,584
+1,777
635
$942K ﹤0.01%
34,100
+2,000
636
$935K ﹤0.01%
15,130
+1,315
637
$934K ﹤0.01%
37,765
-967
638
$929K ﹤0.01%
4,625
-7,627
639
$917K ﹤0.01%
14,010
-290
640
$912K ﹤0.01%
9,318
+87
641
$910K ﹤0.01%
9,345
-111
642
$906K ﹤0.01%
37,574
-12,942
643
$894K ﹤0.01%
12,778
-2,196
644
$885K ﹤0.01%
18,669
-808
645
$868K ﹤0.01%
18,179
-431
646
$867K ﹤0.01%
80,405
-26,986
647
$859K ﹤0.01%
3,145
+114
648
$857K ﹤0.01%
2,533
+158
649
$854K ﹤0.01%
23,395
+610
650
$851K ﹤0.01%
10,609
-209
24 25
26
27 28