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
801
$550K ﹤0.01%
+22,100
802
$549K ﹤0.01%
+5,054
803
$544K ﹤0.01%
5,113
-2,141
804
$538K ﹤0.01%
63,988
+1,800
805
$536K ﹤0.01%
5,083
-10
806
$534K ﹤0.01%
27,304
807
$532K ﹤0.01%
8,871
-259
808
$532K ﹤0.01%
13,256
+1
809
$531K ﹤0.01%
7,807
+1,534
810
$525K ﹤0.01%
4,033
+322
811
$524K ﹤0.01%
7,520
+75
812
$521K ﹤0.01%
26,780
813
$520K ﹤0.01%
5,447
+20
814
$519K ﹤0.01%
+20,000
815
$516K ﹤0.01%
1,234
-50
816
$515K ﹤0.01%
10,500
817
$512K ﹤0.01%
3,555
818
$510K ﹤0.01%
6,844
-614
819
$510K ﹤0.01%
8,622
-1,790
820
$507K ﹤0.01%
33,567
-550
821
$505K ﹤0.01%
17,203
+70
822
$503K ﹤0.01%
10,740
823
$502K ﹤0.01%
5,109
-761
824
$501K ﹤0.01%
5,125
-3,857
825
$499K ﹤0.01%
7,964
+10
31 32
33
34 35