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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,345
New
Increased
Reduced
Closed

Top Buys

1 +$404M
2 +$271M
3 +$262M
4
ADBE icon
Adobe
ADBE
+$125M
5
ORLY icon
O'Reilly Automotive
ORLY
+$108M

Top Sells

1 +$413M
2 +$172M
3 +$154M
4
ADI icon
Analog Devices
ADI
+$121M
5
TMUS icon
T-Mobile US
TMUS
+$90.8M

Sector Composition

1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$29M 0.05%
417,792
-3,940
227
$28.7M 0.05%
114,638
+489
228
$28.6M 0.05%
164,586
-2,555
229
$28.5M 0.05%
259,492
+4,951
230
$28.5M 0.05%
935,647
+11,378
231
$27.9M 0.05%
218,119
+1,778
232
$27.9M 0.05%
277,309
+2,321
233
$27.8M 0.05%
1,097,980
-47,798
234
$26.8M 0.05%
350,043
-56,635
235
$26.7M 0.05%
405,918
-5,463
236
$26.7M 0.05%
1,109,252
237
$26.6M 0.05%
1,533,525
+3,570
238
$26.3M 0.05%
1,412,540
239
$25.9M 0.05%
70,044
-273
240
$25.4M 0.05%
131,190
-2,956
241
$25M 0.05%
247,763
-3,012
242
$24.3M 0.05%
1,908,268
+796,500
243
$23.9M 0.04%
452,004
+129,370
244
$23.9M 0.04%
94,383
+3,036
245
$23.6M 0.04%
431,796
-1,293
246
$23.4M 0.04%
171,930
-543
247
$22.9M 0.04%
211,406
-24,940
248
$22.6M 0.04%
317,622
+5,488
249
$22.6M 0.04%
52,227
-543
250
$22.4M 0.04%
301,018
-29,662