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
3176
-111
3177
-5,765
3178
-812
3179
-640
3180
-500
3181
-35
3182
-187
3183
0
3184
-500
3185
-1,300
3186
-304
3187
-1
3188
-23
3189
-4,730
3190
-12
3191
-500
3192
-144
3193
-21
3194
-1,720
3195
-236
3196
-30
3197
-3
3198
0
3199
-1,043
3200
-4,636