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
3226
-125
3227
-7,972
3228
-58,934
3229
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3230
-100
3231
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3232
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3233
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3234
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3235
-2,000
3236
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3237
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3238
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3239
-922
3240
-9,535
3241
-2,509
3242
-1
3243
-135
3244
-1,000
3245
-14,732
3246
-20
3247
-9,516
3248
-263
3249
-36
3250
-44