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
76
$191M 0.36%
1,091,480
+138,060
77
$190M 0.36%
1,661,940
-63,002
78
$189M 0.36%
1,065,528
-91,880
79
$189M 0.35%
1,332,164
+174,072
80
$184M 0.35%
2,278,843
-34,830
81
$180M 0.34%
2,651,329
-292,537
82
$175M 0.33%
999,845
-407,940
83
$174M 0.33%
2,162,163
+27,181
84
$173M 0.33%
1,859,989
-136,935
85
$173M 0.33%
437,815
+136,739
86
$164M 0.31%
1,996,053
-26,219
87
$162M 0.3%
3,631,835
+28,359
88
$161M 0.3%
3,203,151
+186,952
89
$160M 0.3%
994,638
+2,220
90
$151M 0.28%
370,190
+5,630
91
$149M 0.28%
88,614
+1,376
92
$148M 0.28%
347,607
-1,641
93
$145M 0.27%
457,867
+188,046
94
$145M 0.27%
809,000
+186,595
95
$144M 0.27%
1,963,714
+245,139
96
$144M 0.27%
133,252
+18,941
97
$142M 0.27%
626,673
+45,281
98
$141M 0.26%
1,122,939
-13,821
99
$137M 0.26%
822,845
-7,520
100
$135M 0.25%
596,748
-2,107
2 3
4
5 6