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
26
$393M 0.74%
1,634,082
-641,943
27
$388M 0.73%
2,392,626
-31,563
28
$387M 0.73%
1,826,576
-394,048
29
$373M 0.7%
3,501,718
+365,590
30
$372M 0.7%
14,726,567
+2,239,886
31
$370M 0.69%
849,857
-157,695
32
$367M 0.69%
1,642,386
-23,362
33
$366M 0.69%
717,598
+47,106
34
$365M 0.69%
2,425,014
-14,186
35
$356M 0.67%
1,814,933
+62,189
36
$355M 0.67%
1,818,486
-22,635
37
$353M 0.66%
2,501,271
-24,536
38
$352M 0.66%
3,140,432
+203,145
39
$336M 0.63%
626,568
-8,491
40
$328M 0.62%
3,281,262
-38,057
41
$327M 0.61%
2,164,247
-25,464
42
$323M 0.61%
723,198
+2,970
43
$319M 0.6%
1,941,148
-1,768
44
$314M 0.59%
829,598
+99,331
45
$308M 0.58%
3,158,849
-43,928
46
$305M 0.57%
1,406,421
+85,276
47
$302M 0.57%
1,686,447
-506,917
48
$302M 0.57%
1,245,538
+22,906
49
$294M 0.55%
1,404,861
+298,344
50
$285M 0.54%
1,151,840
-8,947
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