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
151
$46.7M 0.11%
372,119
+369,409
152
$46.4M 0.11%
1,079,550
-75,138
153
$46.1M 0.11%
1,712,257
-2,462,219
154
$45.2M 0.11%
355,176
-371,714
155
$44.1M 0.1%
917,222
-326,864
156
$43.9M 0.1%
302,331
-8,500
157
$43.8M 0.1%
+2,310,587
158
$42.7M 0.1%
1,043,726
+233,936
159
$41.1M 0.1%
4,049,630
-2,087,069
160
$41M 0.1%
367,621
+5,792
161
$40.9M 0.1%
99,169
+19,811
162
$40.3M 0.09%
66,264
-896
163
$40.1M 0.09%
140,559
-15,546
164
$39.7M 0.09%
1,060,107
-669
165
$39.4M 0.09%
149,332
-5,554
166
$39.3M 0.09%
193,915
-13,724
167
$39M 0.09%
357,351
-9,123
168
$38.4M 0.09%
134,320
-1,457
169
$38.1M 0.09%
437,010
-41,100
170
$38M 0.09%
1,811,966
+1,024,688
171
$37.6M 0.09%
216,570
-2,675
172
$36M 0.08%
589,390
+205,610
173
$35.7M 0.08%
172,889
-12,702
174
$35.7M 0.08%
2,295,793
-878,125
175
$35.6M 0.08%
235,175
-3,334
5 6
7
8 9