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
776
$381K ﹤0.01%
38,057
777
$380K ﹤0.01%
4,690
+1,210
778
$378K ﹤0.01%
17,000
779
$378K ﹤0.01%
17,745
+139
780
$373K ﹤0.01%
4,210
-2,098
781
$371K ﹤0.01%
6,340
-1,812
782
$370K ﹤0.01%
6,075
-9,965
783
$368K ﹤0.01%
1,618
-44
784
$368K ﹤0.01%
2,517
-35
785
$367K ﹤0.01%
18,956
-3,914
786
$366K ﹤0.01%
2,712
-30
787
$364K ﹤0.01%
1,939
788
$363K ﹤0.01%
1,564
+267
789
$359K ﹤0.01%
+36,000
790
$354K ﹤0.01%
3,203
-14,886
791
$352K ﹤0.01%
25,496
792
$349K ﹤0.01%
10,608
793
$346K ﹤0.01%
2,050
794
$345K ﹤0.01%
3,510
+905
795
$344K ﹤0.01%
1,631
-3,949
796
$344K ﹤0.01%
16,306
-1,753
797
$342K ﹤0.01%
+28,670
798
$338K ﹤0.01%
1,304
799
$338K ﹤0.01%
3,158
800
$338K ﹤0.01%
3,950
-25,609
30 31
32
33 34