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
526
$2.19M ﹤0.01%
89,074
-17,029
527
$2.19M ﹤0.01%
8,588
-1,756
528
$2.18M ﹤0.01%
15,022
+255
529
$2.16M ﹤0.01%
6,756
-2,475
530
$2.13M ﹤0.01%
11,544
+11,274
531
$2.11M ﹤0.01%
43,786
+4,210
532
$2.1M ﹤0.01%
11,710
+205
533
$2.1M ﹤0.01%
6,699
+4,586
534
$2.1M ﹤0.01%
7,698
-1,862
535
$2.08M ﹤0.01%
39,195
-669
536
$2.07M ﹤0.01%
34,002
+3,525
537
$2.07M ﹤0.01%
16,433
-186,704
538
$2.07M ﹤0.01%
12,267
+5
539
$2.07M ﹤0.01%
177,196
-8,591
540
$2.06M ﹤0.01%
19,608
-8,640
541
$2.04M ﹤0.01%
68,926
-16,383
542
$2M ﹤0.01%
54,791
+3,224
543
$2M ﹤0.01%
21,576
+1,604
544
$2M ﹤0.01%
27,519
-131
545
$2M ﹤0.01%
62,084
-15,132
546
$1.99M ﹤0.01%
33,599
-3,398
547
$1.97M ﹤0.01%
23,752
+28
548
$1.96M ﹤0.01%
18,428
-271
549
$1.95M ﹤0.01%
86,871
-4,869
550
$1.94M ﹤0.01%
21,885
-378