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
3301
-31
3302
-3
3303
-95
3304
-36
3305
-63
3306
-3,000
3307
-13,551
3308
-4,938
3309
-475
3310
-3,450
3311
-1,000
3312
-10
3313
-89
3314
-125
3315
-3,350
3316
-7,487
3317
-1,334
3318
-300
3319
-7
3320
-1,800
3321
-1,000
3322
-1,250
3323
-553
3324
-388
3325
-891,533