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
301
$12.1M 0.02%
323,304
+12,120
302
$12M 0.02%
149,577
-1,165
303
$11.9M 0.02%
76,466
-18,268
304
$11.9M 0.02%
43,212
-480
305
$11.7M 0.02%
226,612
-20,129
306
$11.6M 0.02%
252,521
-4,182
307
$11.5M 0.02%
53,843
-588
308
$11.5M 0.02%
324,594
-13,642
309
$11.4M 0.02%
194,644
+50,681
310
$11.2M 0.02%
107,405
-6,685
311
$11.2M 0.02%
104,910
-30,582
312
$11.2M 0.02%
12,239
-174
313
$11.2M 0.02%
329,350
-22,562
314
$11.2M 0.02%
340,107
+82,043
315
$11.1M 0.02%
31,136
-7,984
316
$11M 0.02%
+412,587
317
$11M 0.02%
2,751
+917
318
$10.9M 0.02%
46,600
-626
319
$10.9M 0.02%
3,207,629
-733,070
320
$10.8M 0.02%
139,430
+2,054
321
$10.7M 0.02%
288,174
+30,343
322
$10.6M 0.02%
39,214
-436
323
$10.4M 0.02%
374,038
+373,434
324
$10.2M 0.02%
16,964
+1,650
325
$9.95M 0.02%
193,885
-18,049