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
701
$617K ﹤0.01%
18,415
702
$614K ﹤0.01%
446
-1
703
$614K ﹤0.01%
10,099
+6
704
$613K ﹤0.01%
11,224
-336
705
$612K ﹤0.01%
5,872
-425
706
$609K ﹤0.01%
12,174
707
$608K ﹤0.01%
13,500
-1,048
708
$607K ﹤0.01%
13,541
-9,821
709
$606K ﹤0.01%
18,563
710
$603K ﹤0.01%
13,172
-170
711
$594K ﹤0.01%
63,456
+5,000
712
$586K ﹤0.01%
4,284
-2,948
713
$584K ﹤0.01%
+7,526
714
$572K ﹤0.01%
21,534
-12,010
715
$570K ﹤0.01%
9,000
716
$570K ﹤0.01%
3,261
717
$566K ﹤0.01%
10,206
718
$560K ﹤0.01%
11,454
-2,598
719
$554K ﹤0.01%
22,136
720
$551K ﹤0.01%
5,328
-150,200
721
$551K ﹤0.01%
29,744
-12,200
722
$541K ﹤0.01%
23,699
+2,511
723
$525K ﹤0.01%
16,021
-12,503
724
$522K ﹤0.01%
11,882
+126
725
$519K ﹤0.01%
10,740
27 28
29
30 31