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
451
$3.67M 0.01%
96,705
452
$3.62M 0.01%
28,080
+2,830
453
$3.54M 0.01%
85,422
+2,467
454
$3.54M 0.01%
50,952
455
$3.51M 0.01%
46,539
-580
456
$3.49M 0.01%
223,990
-184,697
457
$3.48M 0.01%
46,664
+160
458
$3.47M 0.01%
79,268
-81,057
459
$3.44M 0.01%
13,536
-398
460
$3.42M 0.01%
29,565
-437
461
$3.41M 0.01%
13,249
-99
462
$3.34M 0.01%
111,088
-2,157
463
$3.32M 0.01%
45,537
+588
464
$3.29M 0.01%
+18,892
465
$3.27M 0.01%
81,165
-20,840
466
$3.27M 0.01%
182,825
-2,556
467
$3.24M 0.01%
14,675
+8,467
468
$3.22M 0.01%
12,172
+181
469
$3.21M 0.01%
47,500
+719
470
$3.18M 0.01%
26,783
-581
471
$3.18M 0.01%
16,486
+68
472
$3.15M 0.01%
51,273
-3,313
473
$3.15M 0.01%
56,420
-2,606
474
$3.13M 0.01%
19,978
+17,999
475
$3.13M 0.01%
11,160
-141