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
876
$224K ﹤0.01%
2,244
-4,397
877
$223K ﹤0.01%
6,799
878
$222K ﹤0.01%
+30,000
879
$222K ﹤0.01%
15,155
880
$220K ﹤0.01%
12,950
881
$216K ﹤0.01%
15,184
+241
882
$216K ﹤0.01%
749
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883
$216K ﹤0.01%
9,000
884
$215K ﹤0.01%
2,840
885
$214K ﹤0.01%
12,309
886
$213K ﹤0.01%
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887
$213K ﹤0.01%
2,879
-24
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$212K ﹤0.01%
4,004
-266
889
$211K ﹤0.01%
12,310
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890
$209K ﹤0.01%
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891
$208K ﹤0.01%
11,098
-9,401
892
$207K ﹤0.01%
44,621
893
$205K ﹤0.01%
50,000
894
$205K ﹤0.01%
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895
$205K ﹤0.01%
13,255
-103
896
$204K ﹤0.01%
1,469
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897
$204K ﹤0.01%
300,000
898
$203K ﹤0.01%
2,928
-525
899
$202K ﹤0.01%
6,978
900
$202K ﹤0.01%
5,123
-81,060
34 35
36
37 38