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
76
$156M 0.36%
657,599
+5,221
77
$155M 0.36%
416,873
-126,109
78
$154M 0.36%
1,928,226
+1,657,530
79
$147M 0.34%
1,443,597
-6,391
80
$143M 0.33%
522,141
-41,313
81
$139M 0.32%
8,825,640
+264,517
82
$138M 0.32%
1,800,312
+14,970
83
$132M 0.31%
176,510
+952
84
$130M 0.3%
677,207
-1,058,977
85
$128M 0.3%
557,794
+221,083
86
$127M 0.3%
375,585
-14,327
87
$126M 0.29%
318,720
-32,814
88
$125M 0.29%
1,137,210
-86,373
89
$125M 0.29%
622,820
-313,213
90
$124M 0.29%
1,446,397
+341,960
91
$123M 0.29%
449,499
-13,834
92
$120M 0.28%
375,481
-12,782
93
$120M 0.28%
4,206,573
+88,030
94
$111M 0.26%
316,115
-87,314
95
$109M 0.25%
637,269
+314,414
96
$108M 0.25%
963,125
-16,792
97
$108M 0.25%
492,925
-50,855
98
$106M 0.25%
+1,346,282
99
$104M 0.24%
1,090,768
-8,628
100
$101M 0.23%
461,442
-83,579
2 3
4
5 6