CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$419M
2 +$273M
3 +$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

1 +$413M
2 +$172M
3 +$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

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
3151
-1,000
3152
-8,800
3153
-108
3154
-111
3155
-5,765
3156
-812
3157
-640
3158
-500
3159
-35
3160
-187
3161
0
3162
-500
3163
-1,300
3164
-304
3165
-1
3166
-23
3167
-4,730
3168
-12
3169
-500
3170
-144
3171
-21
3172
-30
3173
-3
3174
0
3175
-1,043