CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$419M
2
+$273M
3
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

1
+$413M
2
+$172M
3
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

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
1026
$242K ﹤0.01%
14,423
-200
1027
$240K ﹤0.01%
3,321
-2,523
1028
$239K ﹤0.01%
24,680
+9,215
1029
$239K ﹤0.01%
7,895
+285
1030
$238K ﹤0.01%
2,570
+129
1031
$238K ﹤0.01%
2,087
+1
1032
$238K ﹤0.01%
4,225
+1
1033
$236K ﹤0.01%
+2,300
1034
$236K ﹤0.01%
7,947
+7,097
1035
$236K ﹤0.01%
5,603
-11
1036
$235K ﹤0.01%
777
+353
1037
$234K ﹤0.01%
1,596
+351
1038
$234K ﹤0.01%
59,584
1039
$234K ﹤0.01%
5,187
+290
1040
$233K ﹤0.01%
3,624
-80
1041
$231K ﹤0.01%
4,514
-926
1042
$231K ﹤0.01%
2,329
+57
1043
$231K ﹤0.01%
4,543
1044
$230K ﹤0.01%
5,392
+445
1045
$229K ﹤0.01%
987
+23
1046
$229K ﹤0.01%
840
+45
1047
$229K ﹤0.01%
2,259
-1,158
1048
$228K ﹤0.01%
22,095
+1,746
1049
$227K ﹤0.01%
4,322
+2,240
1050
$226K ﹤0.01%
3,789
40 41
42
43 44