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
751
$647K ﹤0.01%
43,236
+372
752
$644K ﹤0.01%
13,028
+4,155
753
$643K ﹤0.01%
8,307
-34
754
$641K ﹤0.01%
5,947
+245
755
$641K ﹤0.01%
9,537
+1,778
756
$640K ﹤0.01%
5,982
-141
757
$640K ﹤0.01%
19,034
-195
758
$639K ﹤0.01%
22,136
759
$636K ﹤0.01%
178,241
-10
760
$635K ﹤0.01%
42,090
761
$633K ﹤0.01%
4,726
+25
762
$628K ﹤0.01%
3,374
-11
763
$628K ﹤0.01%
7,524
+244
764
$623K ﹤0.01%
5,718
765
$621K ﹤0.01%
47,392
-482
766
$618K ﹤0.01%
23,775
+13,472
767
$618K ﹤0.01%
201
768
$617K ﹤0.01%
46,492
+1,800
769
$616K ﹤0.01%
16,265
-3,105
770
$613K ﹤0.01%
10,750
771
$609K ﹤0.01%
36,204
772
$607K ﹤0.01%
13,534
773
$600K ﹤0.01%
+207,454
774
$598K ﹤0.01%
24,772
+248
775
$598K ﹤0.01%
6,410
+2,815