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
976
$280K ﹤0.01%
4,523
+630
977
$280K ﹤0.01%
11,700
-950
978
$279K ﹤0.01%
20,805
+1,222
979
$279K ﹤0.01%
5,518
+3,869
980
$278K ﹤0.01%
14,534
+160
981
$277K ﹤0.01%
5,278
+3,733
982
$274K ﹤0.01%
+20,000
983
$274K ﹤0.01%
7,118
+1,518
984
$273K ﹤0.01%
3,774
985
$273K ﹤0.01%
5,567
-255
986
$269K ﹤0.01%
6,978
-2,624
987
$269K ﹤0.01%
17,356
-19,854
988
$269K ﹤0.01%
2,707
989
$268K ﹤0.01%
7,142
+358
990
$267K ﹤0.01%
4,725
991
$267K ﹤0.01%
4,209
-2
992
$267K ﹤0.01%
3,730
-7,623
993
$263K ﹤0.01%
3,442
-207
994
$261K ﹤0.01%
2,386
-985
995
$261K ﹤0.01%
2,833
+665
996
$260K ﹤0.01%
5,557
-551
997
$260K ﹤0.01%
2,640
+11
998
$260K ﹤0.01%
6,608
+201
999
$260K ﹤0.01%
10,000
1000
$258K ﹤0.01%
3,944
38 39
40
41 42