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
3201
-1,563,461
3202
-59,947
3203
-157
3204
-919
3205
-7,500
3206
-14,620
3207
-75
3208
-2,100
3209
-398
3210
-200
3211
-9,535
3212
-2,509
3213
-1
3214
-135
3215
-210
3216
-2,000
3217
-3,132
3218
0
3219
-2,000
3220
-59
3221
-3,000
3222
-100
3223
-1,720
3224
-236
3225
-45