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
1001
$256K ﹤0.01%
3,917
-190
1002
$256K ﹤0.01%
3,145
-290
1003
$255K ﹤0.01%
4,870
+320
1004
$255K ﹤0.01%
9,050
+18
1005
$254K ﹤0.01%
6,277
-1,450
1006
$254K ﹤0.01%
163,894
-2,277
1007
$254K ﹤0.01%
3,214
+4
1008
$253K ﹤0.01%
12,640
+5,000
1009
$252K ﹤0.01%
20,540
-8
1010
$251K ﹤0.01%
4,294
-42,733
1011
$251K ﹤0.01%
9,066
+551
1012
$250K ﹤0.01%
2,927
-5,686
1013
$250K ﹤0.01%
585
-31
1014
$250K ﹤0.01%
5,649
-223
1015
$250K ﹤0.01%
18,027
+1,027
1016
$249K ﹤0.01%
12,569
+493
1017
$248K ﹤0.01%
147
-17
1018
$248K ﹤0.01%
609
-77
1019
$247K ﹤0.01%
2,879
-1,100
1020
$246K ﹤0.01%
5,023
-190
1021
$245K ﹤0.01%
6,321
+916
1022
$244K ﹤0.01%
7,347
-601
1023
$244K ﹤0.01%
19,825
1024
$243K ﹤0.01%
4,788
+10
1025
$242K ﹤0.01%
2,356
-128
39 40
41
42 43