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
326
$9.66M 0.02%
456,747
-24,160
327
$9.58M 0.02%
80,640
-5,737
328
$9.45M 0.02%
1,030,200
-1
329
$9.39M 0.02%
134,366
-1,745
330
$9.33M 0.02%
97,195
-7,541
331
$9.12M 0.02%
174,953
+1,198
332
$8.97M 0.02%
32,843
-4,046
333
$8.83M 0.02%
181,336
+14,415
334
$8.79M 0.02%
236,875
-4
335
$8.79M 0.02%
153,796
-953
336
$8.78M 0.02%
64,553
-661
337
$8.75M 0.02%
148,297
-29,280
338
$8.75M 0.02%
47,086
+3,802
339
$8.74M 0.02%
30,051
+1
340
$8.63M 0.02%
402,981
-117,700
341
$8.59M 0.02%
26,924
+1,947
342
$8.56M 0.02%
143,303
-2,622
343
$8.53M 0.02%
59,607
-2,971
344
$8.34M 0.02%
28,206
+690
345
$8.28M 0.02%
15,602
-152
346
$8.25M 0.02%
65,123
+6,336
347
$7.96M 0.01%
52,637
-3,331
348
$7.95M 0.01%
198,767
-13,073
349
$7.91M 0.01%
152,189
-4,780
350
$7.91M 0.01%
52,035
-8,478
12 13
14
15 16