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
251
$22.2M 0.04%
67,797
+487
252
$22M 0.04%
134,101
+50,986
253
$21.9M 0.04%
788,574
+13,427
254
$21.7M 0.04%
67,149
-1,874
255
$21.4M 0.04%
158,136
-4,288
256
$19.8M 0.04%
701,325
-26,639
257
$19.6M 0.04%
462,791
+5,260
258
$19.1M 0.04%
207,306
-2,483
259
$18.5M 0.03%
222,417
+172,732
260
$18.4M 0.03%
222,521
+54,880
261
$18.4M 0.03%
176,444
-505
262
$18.3M 0.03%
93,507
-1,037
263
$18.2M 0.03%
116,439
-578
264
$18.2M 0.03%
174,647
-1,167
265
$18M 0.03%
258,049
-5,906
266
$17.8M 0.03%
438,496
+20,006
267
$16.6M 0.03%
138,637
-2,682
268
$16.6M 0.03%
78,782
+629
269
$16.4M 0.03%
35,520
+742
270
$16.3M 0.03%
664,124
+193,124
271
$16.3M 0.03%
41,949
+456
272
$16.2M 0.03%
171,094
-300,831
273
$15.8M 0.03%
85,960
+1,622
274
$15.7M 0.03%
161,716
+2,318
275
$15.5M 0.03%
275,109
-1,230