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
476
$3.1M 0.01%
21,487
+160
477
$3.09M 0.01%
23,998
-279
478
$3.08M 0.01%
20,603
-72
479
$3.03M 0.01%
16,415
-4,112
480
$2.99M 0.01%
44,230
-1,030
481
$2.93M 0.01%
53,546
+26,818
482
$2.92M 0.01%
57,300
+350
483
$2.92M 0.01%
58,826
+6,406
484
$2.92M 0.01%
22,420
-6,498
485
$2.92M 0.01%
3,365
-21,114
486
$2.84M 0.01%
13,167
+5,697
487
$2.84M 0.01%
60,968
-182
488
$2.83M 0.01%
68,373
+8,083
489
$2.82M 0.01%
109,838
+5
490
$2.82M 0.01%
65,185
+1,987
491
$2.76M 0.01%
4,484
+313
492
$2.67M 0.01%
6,195
+1,310
493
$2.65M 0.01%
28,012
+26,127
494
$2.65M 0.01%
10,064
+187
495
$2.64M 0.01%
120,873
+22,365
496
$2.64M ﹤0.01%
9,654
-836
497
$2.61M ﹤0.01%
43,798
-5,508
498
$2.6M ﹤0.01%
60,467
-10,241
499
$2.6M ﹤0.01%
17,562
+2,742
500
$2.59M ﹤0.01%
40,311
+28,211