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
351
$7.78M 0.01%
52,287
-2,181
352
$7.74M 0.01%
342,776
353
$7.57M 0.01%
195,131
+151,449
354
$7.5M 0.01%
62,352
+8,309
355
$7.34M 0.01%
94,842
-13,132
356
$7.24M 0.01%
363,512
+19,539
357
$7.2M 0.01%
114,090
-2,149
358
$7.2M 0.01%
145,757
+144,157
359
$7.15M 0.01%
27,152
+5,340
360
$7.11M 0.01%
553,777
-7,038
361
$7.09M 0.01%
196,145
-17,084
362
$6.94M 0.01%
140,733
-1,577
363
$6.89M 0.01%
+171,229
364
$6.72M 0.01%
51,742
+29,425
365
$6.65M 0.01%
211,618
+5,838
366
$6.59M 0.01%
115,751
-20,138
367
$6.49M 0.01%
74,485
-2,147
368
$6.46M 0.01%
30,129
-270
369
$6.41M 0.01%
784,246
+347,344
370
$6.4M 0.01%
26,003
+3,337
371
$6.34M 0.01%
20,046
-3,081
372
$6.32M 0.01%
20,091
-1,521
373
$6.31M 0.01%
629,575
-2,400
374
$6.31M 0.01%
199,708
-26,980
375
$6.21M 0.01%
522,136
-52,491