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
1026
– –
-2,550
1027
– –
-9,070
1028
– –
-5,083
1029
– –
-27,499
1030
– –
-4,410
1031
– –
-47,582
1032
– –
-395,549
1033
– –
-17,088
1034
– –
-5,210
1035
– –
-7,645
1036
– –
-9,578
1037
– –
-340
1038
– –
-500
1039
– –
-660,340
1040
– –
-11,400
1041
– –
-425,000
1042
– –
-20,000
1043
– –
-492,592
1044
– –
-200,000
1045
– –
-672,902
1046
– –
-20,484
1047
– –
-16,249
1048
– –
-21,812
1049
– –
-360,897
1050
– –
-514,038
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