CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$2.16B 5.02%
7,646,176
-194,025
2
$1.85B 4.29%
11,234,380
+123,740
3
$1.71B 3.99%
12,115,036
-202,915
4
$1.13B 2.63%
8,471,200
+498,360
5
$1.09B 2.54%
9,398,426
-624,421
6
$817M 1.9%
3,667,399
-8,748
7
$778M 1.81%
4,755,585
-27,976
8
$764M 1.78%
5,733,500
-51,680
9
$665M 1.55%
2,025,085
-29,895
10
$632M 1.47%
2,339,867
-1,191
11
$563M 1.31%
1,441,129
-82,418
12
$547M 1.27%
7,511,593
+314,437
13
$546M 1.27%
948,498
+32,676
14
$510M 1.19%
1,200,705
+2,544
15
$490M 1.14%
1,807,510
+284,535
16
$482M 1.12%
4,078,766
+3,408
17
$446M 1.04%
8,187,786
+25,609
18
$442M 1.03%
7,357,931
+697,507
19
$441M 1.03%
2,079,556
+6,258
20
$428M 1%
2,203,957
-11,716
21
$423M 0.99%
5,393,341
-36,018
22
$410M 0.95%
6,197,237
+81,798
23
$393M 0.92%
4,575,727
+20,716
24
$383M 0.89%
2,996,614
+40,303
25
$379M 0.88%
850,108
-1,221
1
2 3 4 5