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
51
$280M 0.52%
9,597,051
-152,371
52
$276M 0.52%
1,790,324
-18,446
53
$271M 0.51%
2,778,279
-22,868
54
$268M 0.5%
1,530,714
+10,252
55
$263M 0.49%
9,444,682
+1,583,679
56
$261M 0.49%
780,486
-7,043
57
$258M 0.48%
2,810,745
-22,165
58
$256M 0.48%
1,884,726
-709
59
$247M 0.46%
2,198,985
-10,671
60
$246M 0.46%
1,460,112
+25,862
61
$245M 0.46%
3,279,479
-27,091
62
$245M 0.46%
1,049,980
-516,668
63
$241M 0.45%
430,736
-1,409
64
$223M 0.42%
502,003
+57,528
65
$222M 0.42%
174,423
+2,660
66
$218M 0.41%
276,385
-4,980
67
$215M 0.4%
13,362,446
+327,223
68
$214M 0.4%
406,206
-7,063
69
$214M 0.4%
3,589,614
-127,236
70
$213M 0.4%
914,264
-10,408
71
$208M 0.39%
243,613
+97,129
72
$206M 0.39%
5,231,809
-43,603
73
$201M 0.38%
3,037,115
-34,369
74
$199M 0.37%
1,253,002
-24,263
75
$192M 0.36%
3,405,740
+50,269