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
1051
$226K ﹤0.01%
9,370
-5,000
1052
$225K ﹤0.01%
21,244
+467
1053
$225K ﹤0.01%
4,465
-400
1054
$225K ﹤0.01%
6,199
-100
1055
$224K ﹤0.01%
17,358
-558
1056
$223K ﹤0.01%
1,991
+301
1057
$223K ﹤0.01%
1,596
-572
1058
$222K ﹤0.01%
3,907
-19
1059
$221K ﹤0.01%
1,158
-912
1060
$220K ﹤0.01%
2,712
-1,413
1061
$219K ﹤0.01%
2,277
1062
$219K ﹤0.01%
60,940
-143
1063
$218K ﹤0.01%
12,393
1064
$218K ﹤0.01%
2,367
1065
$217K ﹤0.01%
5,729
-14,064
1066
$217K ﹤0.01%
+20,300
1067
$217K ﹤0.01%
4,068
+24
1068
$216K ﹤0.01%
2,600
1069
$216K ﹤0.01%
4,343
-6
1070
$215K ﹤0.01%
14,820
1071
$214K ﹤0.01%
2,057
-280
1072
$213K ﹤0.01%
+4,750
1073
$213K ﹤0.01%
15,175
-3,940
1074
$211K ﹤0.01%
13,566
1075
$211K ﹤0.01%
2,025
+31
41 42
43
44 45