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
376
$6.2M 0.01%
12,128
-1,924
377
$6.14M 0.01%
10,423
-72
378
$6.12M 0.01%
45,620
-4,329
379
$6.06M 0.01%
895,709
+895,224
380
$6.04M 0.01%
118,700
+3,170
381
$6.03M 0.01%
577,178
-159
382
$5.99M 0.01%
156,571
+1,930
383
$5.94M 0.01%
686,344
-53,367
384
$5.91M 0.01%
465,484
+123,561
385
$5.9M 0.01%
24,711
+6,139
386
$5.84M 0.01%
277,137
+39,426
387
$5.82M 0.01%
56,773
-456
388
$5.74M 0.01%
392,358
+390,865
389
$5.58M 0.01%
82,906
+48,921
390
$5.54M 0.01%
215,644
+629
391
$5.52M 0.01%
96,104
-31,263
392
$5.5M 0.01%
59,252
-835,372
393
$5.38M 0.01%
65,952
-5,012
394
$5.37M 0.01%
54,189
-2,632
395
$5.29M 0.01%
55,118
-580,024
396
$5.25M 0.01%
10,906
-2,271
397
$5.2M 0.01%
10,782
+8,003
398
$5.15M 0.01%
97,266
-1,601
399
$5.08M 0.01%
36,505
+726
400
$5.05M 0.01%
20,376
-22,897