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
726
$512K ﹤0.01%
6,376
+785
727
$511K ﹤0.01%
25,780
728
$506K ﹤0.01%
11,339
729
$502K ﹤0.01%
7,057
730
$502K ﹤0.01%
2,563
-10,249
731
$500K ﹤0.01%
2,532
732
$491K ﹤0.01%
17,641
-4,147
733
$490K ﹤0.01%
7,620
734
$487K ﹤0.01%
24,500
735
$486K ﹤0.01%
17,452
-74
736
$480K ﹤0.01%
17,000
-120,000
737
$479K ﹤0.01%
22,670
738
$477K ﹤0.01%
2,341
-114
739
$470K ﹤0.01%
9,235
-262
740
$469K ﹤0.01%
38,500
741
$465K ﹤0.01%
11,930
742
$464K ﹤0.01%
15,460
-2,450
743
$464K ﹤0.01%
9,807
-1,644,565
744
$455K ﹤0.01%
125,000
745
$452K ﹤0.01%
2,492
-32,524
746
$450K ﹤0.01%
15,330
-6,410
747
$444K ﹤0.01%
3,941
+20
748
$434K ﹤0.01%
+16,757
749
$433K ﹤0.01%
595
-3
750
$428K ﹤0.01%
12,622
-9,489
28 29
30
31 32