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
801
$337K ﹤0.01%
1,187
+9
802
$337K ﹤0.01%
450,000
803
$336K ﹤0.01%
18,000
804
$333K ﹤0.01%
4,052
-312
805
$331K ﹤0.01%
31,000
-1,000
806
$331K ﹤0.01%
512
+100
807
$327K ﹤0.01%
4,425
-50
808
$326K ﹤0.01%
16,617
809
$324K ﹤0.01%
24,586
-9,586
810
$321K ﹤0.01%
22,301
811
$319K ﹤0.01%
+18,300
812
$317K ﹤0.01%
1,270
-7
813
$316K ﹤0.01%
2,632
814
$316K ﹤0.01%
21,831
815
$315K ﹤0.01%
14,545
-3,802
816
$315K ﹤0.01%
4,067
-11
817
$313K ﹤0.01%
4,671
818
$312K ﹤0.01%
6,225
+326
819
$303K ﹤0.01%
1,924
-11
820
$301K ﹤0.01%
2,590
-1,485
821
$297K ﹤0.01%
3,015
+175
822
$296K ﹤0.01%
9,716
-10,405
823
$293K ﹤0.01%
21,000
+1,000
824
$293K ﹤0.01%
29,335
+83
825
$288K ﹤0.01%
57,792
31 32
33
34 35