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
676
$922K ﹤0.01%
6,337
+884
677
$919K ﹤0.01%
18,666
+108
678
$914K ﹤0.01%
1,216
-1,108
679
$908K ﹤0.01%
15,838
+1,521
680
$903K ﹤0.01%
8,612
-806
681
$902K ﹤0.01%
2,418
-2
682
$894K ﹤0.01%
5,212
+5,012
683
$887K ﹤0.01%
7,786
+87
684
$878K ﹤0.01%
30,784
-134
685
$876K ﹤0.01%
9,764
+1,822
686
$875K ﹤0.01%
259,691
+250,000
687
$869K ﹤0.01%
10,798
+2,396
688
$869K ﹤0.01%
12,139
-1,356
689
$868K ﹤0.01%
12,400
690
$865K ﹤0.01%
+21,123
691
$865K ﹤0.01%
5,625
+194
692
$863K ﹤0.01%
17,255
-400
693
$861K ﹤0.01%
6,392
-244
694
$861K ﹤0.01%
5,424
-252
695
$849K ﹤0.01%
57,999
-14
696
$843K ﹤0.01%
9,073
+5,299
697
$841K ﹤0.01%
77,717
-29,404
698
$839K ﹤0.01%
4,958
699
$832K ﹤0.01%
800,000
-1,300,000
700
$829K ﹤0.01%
16,255