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
751
$427K ﹤0.01%
10,148
752
$422K ﹤0.01%
18,783
-129
753
$420K ﹤0.01%
12,223
+60
754
$417K ﹤0.01%
11,500
755
$417K ﹤0.01%
4,046
756
$414K ﹤0.01%
+10,087
757
$413K ﹤0.01%
3,189
+1
758
$411K ﹤0.01%
2,646
759
$411K ﹤0.01%
5,292
760
$407K ﹤0.01%
5,110
-268
761
$405K ﹤0.01%
15,358
762
$403K ﹤0.01%
4,761
-104
763
$401K ﹤0.01%
11,800
+1,000
764
$400K ﹤0.01%
3,375
-50
765
$399K ﹤0.01%
5,496
-4,095
766
$393K ﹤0.01%
10,535
-100
767
$393K ﹤0.01%
11,002
-2,763
768
$389K ﹤0.01%
8,067
-758
769
$388K ﹤0.01%
+18,122
770
$388K ﹤0.01%
1,370
-454
771
$387K ﹤0.01%
10,662
772
$386K ﹤0.01%
15,123
-3,666
773
$386K ﹤0.01%
10,885
-10
774
$385K ﹤0.01%
5,419
-7,359
775
$385K ﹤0.01%
3,059
-5,653
29 30
31
32 33