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
1001
– –
-3,872
1002
– –
-6,309
1003
– –
-14,620
1004
– –
-13,526
1005
– –
-6,665
1006
– –
-10,782
1007
– –
-16,332
1008
– –
-16,249
1009
– –
-23,549
1010
– –
-44,100
1011
– –
-791
1012
– –
-1,827
1013
– –
-15,989
1014
– –
-11,975
1015
– –
-2,128
1016
– –
-254,698
1017
– –
-5,257
1018
– –
-2,134
1019
– –
-475,201
1020
– –
-28,400
1021
– –
-3,410
1022
– –
-11,036
1023
– –
-3,570,400
1024
– –
-1,771
1025
– –
-45,056
39 40
41
42 43