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
401
$5M 0.01%
28,590
-483
402
$4.99M 0.01%
149,505
-7,260
403
$4.99M 0.01%
120,139
+1,850
404
$4.91M 0.01%
48,882
+192
405
$4.9M 0.01%
134,801
-70,611
406
$4.88M 0.01%
61,063
+353
407
$4.87M 0.01%
44,210
+7,510
408
$4.83M 0.01%
3,113
-5,668
409
$4.83M 0.01%
70,342
+8,589
410
$4.82M 0.01%
42,042
+322
411
$4.8M 0.01%
76,790
-3,839
412
$4.73M 0.01%
102,199
-10,087
413
$4.71M 0.01%
130,597
+100,003
414
$4.63M 0.01%
92,810
-11,892
415
$4.59M 0.01%
288,076
-50,495
416
$4.56M 0.01%
157,703
-2,148
417
$4.5M 0.01%
239,193
+2,868
418
$4.48M 0.01%
19,363
-31
419
$4.44M 0.01%
63,792
-270,871
420
$4.4M 0.01%
24,205
+23,076
421
$4.4M 0.01%
17,243
+581
422
$4.39M 0.01%
24,196
-91
423
$4.39M 0.01%
37,828
+1,174
424
$4.33M 0.01%
127,255
+11,667
425
$4.31M 0.01%
606,649
-15,957
15 16
17
18 19