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
276
$15.4M 0.03%
527,210
-961
277
$15.4M 0.03%
25
278
$15.3M 0.03%
165,896
+10,815
279
$15.3M 0.03%
209,035
-24,575
280
$15.1M 0.03%
140,153
+133,271
281
$15.1M 0.03%
719,170
-319,079
282
$14.9M 0.03%
135,495
-9,339
283
$14.9M 0.03%
390,003
-5,974
284
$14.8M 0.03%
87,869
+4,070
285
$14.8M 0.03%
90,225
-14,769
286
$14.7M 0.03%
192,692
-64
287
$14.7M 0.03%
195,029
-653
288
$14.1M 0.03%
42,747
+800
289
$14M 0.03%
523,750
+489,391
290
$14M 0.03%
544,494
+4,056
291
$13.8M 0.03%
381,192
-135,688
292
$13.8M 0.03%
61,287
-159
293
$13.6M 0.03%
255,679
-1,058
294
$13.4M 0.03%
85,388
-1,697
295
$13.3M 0.03%
104,316
+6,165
296
$13.1M 0.02%
623,421
+112,659
297
$12.9M 0.02%
51,858
+14,940
298
$12.8M 0.02%
1,928,016
+73,100
299
$12.7M 0.02%
58,105
-4,788
300
$12.1M 0.02%
236,052
+219,195