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
726
$727K ﹤0.01%
+11,453
727
$722K ﹤0.01%
2,835
-5,867
728
$716K ﹤0.01%
5,542
+5,075
729
$710K ﹤0.01%
+9,485
730
$707K ﹤0.01%
35,524
731
$703K ﹤0.01%
5,812
+1,419
732
$699K ﹤0.01%
10,827
+671
733
$698K ﹤0.01%
6,556
-422
734
$695K ﹤0.01%
13,800
-9,000
735
$688K ﹤0.01%
2,649
-42
736
$686K ﹤0.01%
9,127
-387
737
$681K ﹤0.01%
4,219
-707
738
$678K ﹤0.01%
9,681
-1,024
739
$673K ﹤0.01%
6,970
-773
740
$663K ﹤0.01%
4,517
-692
741
$663K ﹤0.01%
17,920
742
$663K ﹤0.01%
10,322
-237
743
$662K ﹤0.01%
6,675
+1,232
744
$662K ﹤0.01%
2,277
-2,492
745
$661K ﹤0.01%
5,750
+3,750
746
$659K ﹤0.01%
3,684
-76
747
$657K ﹤0.01%
17,531
-2,035
748
$651K ﹤0.01%
8,879
-163
749
$650K ﹤0.01%
2,052
+1,939
750
$649K ﹤0.01%
6,347
+764
28 29
30
31 32