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
701
$816K ﹤0.01%
8,395
702
$813K ﹤0.01%
6,803
+841
703
$810K ﹤0.01%
14,302
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704
$807K ﹤0.01%
7,394
-378
705
$806K ﹤0.01%
32,818
706
$802K ﹤0.01%
24,766
-443
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$802K ﹤0.01%
11,550
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$802K ﹤0.01%
7,797
-1,671
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$798K ﹤0.01%
17,115
+17,100
710
$797K ﹤0.01%
2,908
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711
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5,736
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712
$796K ﹤0.01%
46,888
+21,339
713
$785K ﹤0.01%
500,000
714
$784K ﹤0.01%
10,905
-5,105
715
$780K ﹤0.01%
54,000
+1,000
716
$776K ﹤0.01%
14,845
+2,395
717
$767K ﹤0.01%
8,683
-2,176
718
$764K ﹤0.01%
36,557
+5,453
719
$757K ﹤0.01%
39,670
+39,205
720
$751K ﹤0.01%
32,192
+24,128
721
$744K ﹤0.01%
9,478
-4,886
722
$740K ﹤0.01%
11,343
723
$734K ﹤0.01%
3,513
+2,970
724
$729K ﹤0.01%
15,670
-297
725
$728K ﹤0.01%
3,537
+156