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
576
$1.61M ﹤0.01%
14,311
+379
577
$1.61M ﹤0.01%
12,115
-3,927
578
$1.6M ﹤0.01%
56,761
-2,627
579
$1.59M ﹤0.01%
70,706
-273,851
580
$1.58M ﹤0.01%
6,092
-522
581
$1.58M ﹤0.01%
49,041
+10,640
582
$1.57M ﹤0.01%
5,921
-26
583
$1.54M ﹤0.01%
19,966
+928
584
$1.53M ﹤0.01%
20,338
-175,759
585
$1.52M ﹤0.01%
43,013
+498
586
$1.52M ﹤0.01%
6,799
+4,528
587
$1.51M ﹤0.01%
15,281
+3,190
588
$1.5M ﹤0.01%
27,093
+853
589
$1.49M ﹤0.01%
95,950
590
$1.49M ﹤0.01%
24,909
-9,517
591
$1.48M ﹤0.01%
5,353
-306
592
$1.47M ﹤0.01%
24,399
+15,497
593
$1.46M ﹤0.01%
40,526
+118
594
$1.44M ﹤0.01%
27,363
+1,747
595
$1.44M ﹤0.01%
7,087
-2,824
596
$1.44M ﹤0.01%
7,948
+494
597
$1.41M ﹤0.01%
26,409
+22,242
598
$1.4M ﹤0.01%
6,164
-251
599
$1.39M ﹤0.01%
13,983
-2,836
600
$1.38M ﹤0.01%
9,881
-1,732