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
601
$1.36M ﹤0.01%
16,214
-180
602
$1.35M ﹤0.01%
57,330
+368
603
$1.35M ﹤0.01%
49,331
-2,265
604
$1.35M ﹤0.01%
28,380
+1,200
605
$1.34M ﹤0.01%
103,284
+21,000
606
$1.33M ﹤0.01%
10,485
+94
607
$1.33M ﹤0.01%
25,018
+1,766
608
$1.31M ﹤0.01%
10,042
+868
609
$1.31M ﹤0.01%
15,223
610
$1.31M ﹤0.01%
18,901
+377
611
$1.31M ﹤0.01%
58,619
+9,878
612
$1.29M ﹤0.01%
19,885
-1,488
613
$1.28M ﹤0.01%
17,160
+343
614
$1.28M ﹤0.01%
16,671
+1,863
615
$1.27M ﹤0.01%
14,219
-108
616
$1.27M ﹤0.01%
10,487
-500
617
$1.27M ﹤0.01%
6,212
-2,076
618
$1.26M ﹤0.01%
+58,575
619
$1.25M ﹤0.01%
25,904
+6,627
620
$1.22M ﹤0.01%
5,050
+742
621
$1.22M ﹤0.01%
8,554
+58
622
$1.21M ﹤0.01%
7,515
-551
623
$1.2M ﹤0.01%
213,954
+51,231
624
$1.19M ﹤0.01%
32,901
+1,000
625
$1.19M ﹤0.01%
4,036
-816
23 24
25
26 27