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
551
$1.88M ﹤0.01%
25,787
-4,026
552
$1.85M ﹤0.01%
32,860
+8
553
$1.84M ﹤0.01%
21,399
-40
554
$1.83M ﹤0.01%
7,050
+27
555
$1.83M ﹤0.01%
28,399
+1,149
556
$1.83M ﹤0.01%
13,254
-807
557
$1.8M ﹤0.01%
15,718
+1,465
558
$1.79M ﹤0.01%
12,660
-4,066
559
$1.77M ﹤0.01%
206,132
+205,802
560
$1.76M ﹤0.01%
15,020
-2,333
561
$1.76M ﹤0.01%
5,885
+706
562
$1.74M ﹤0.01%
63,155
-4,775
563
$1.73M ﹤0.01%
11,172
+9,328
564
$1.72M ﹤0.01%
33,644
-13,789
565
$1.7M ﹤0.01%
33,881
+7,960
566
$1.7M ﹤0.01%
17,793
+3,100
567
$1.7M ﹤0.01%
54,470
+1,000
568
$1.7M ﹤0.01%
18,394
-2,946
569
$1.69M ﹤0.01%
19,779
+1,447
570
$1.68M ﹤0.01%
19,986
+774
571
$1.67M ﹤0.01%
25,863
+1,160
572
$1.67M ﹤0.01%
13,009
-358
573
$1.66M ﹤0.01%
6,731
-4,905
574
$1.64M ﹤0.01%
20,263
-79
575
$1.61M ﹤0.01%
1,300,000
+175,000