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
676
$704K ﹤0.01%
10,663
+5,285
677
$703K ﹤0.01%
10,221
-360
678
$702K ﹤0.01%
12,954
-14,661
679
$702K ﹤0.01%
2,156
-15
680
$700K ﹤0.01%
9,928
-3,490
681
$697K ﹤0.01%
25,486
-1,582
682
$690K ﹤0.01%
34,797
+3,578
683
$688K ﹤0.01%
12,501
-3,265
684
$682K ﹤0.01%
4,888
+205
685
$673K ﹤0.01%
14,368
686
$669K ﹤0.01%
20,035
687
$664K ﹤0.01%
39,151
-1,994
688
$663K ﹤0.01%
7,543
-684
689
$658K ﹤0.01%
8,150
-1,577
690
$657K ﹤0.01%
10,453
-4,180
691
$656K ﹤0.01%
+20,948
692
$656K ﹤0.01%
32,407
693
$651K ﹤0.01%
5,455
+900
694
$648K ﹤0.01%
19,670
695
$648K ﹤0.01%
4,850
+78
696
$643K ﹤0.01%
5,749
-10,575
697
$636K ﹤0.01%
4,175
-50
698
$636K ﹤0.01%
25,665
-6,261
699
$634K ﹤0.01%
29,504
-1,840
700
$625K ﹤0.01%
5,927
26 27
28
29 30