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
101
$96.3M 0.22%
2,112,858
-405,863
102
$94.9M 0.22%
9,335,891
+1,136,482
103
$92.8M 0.22%
1,231,045
+27,622
104
$89.3M 0.21%
369,304
-31,857
105
$88.4M 0.21%
1,594,656
+33,506
106
$86.6M 0.2%
201,896
-43,969
107
$86.4M 0.2%
1,104,935
-465,037
108
$85.4M 0.2%
630,519
+34,902
109
$84.4M 0.2%
1,047,885
+19,960
110
$84.4M 0.2%
1,671,511
-12,312
111
$84.1M 0.2%
1,001,292
+10,878
112
$82.4M 0.19%
2,254,828
-486,818
113
$79.5M 0.18%
2,755,653
+32,590
114
$78.4M 0.18%
4,315,991
-674,551
115
$78M 0.18%
207,138
-3,061
116
$77.7M 0.18%
719,992
-51,545
117
$77M 0.18%
520,302
+72,987
118
$74.5M 0.17%
991,613
-22,071
119
$74.2M 0.17%
762,426
+93,505
120
$72.4M 0.17%
91,633
+396
121
$71.8M 0.17%
1,959,992
-750,896
122
$71.5M 0.17%
298,228
+3,124
123
$70.9M 0.17%
2,735,007
-1,328,102
124
$70.9M 0.16%
970,644
+63,505
125
$69.5M 0.16%
161,272
-309,051
3 4
5
6 7