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
1101
$201K ﹤0.01%
13,873
+12,251
1102
$201K ﹤0.01%
11,418
+2,838
1103
$200K ﹤0.01%
2,554
-58
1104
$200K ﹤0.01%
1,816
-3,386
1105
$199K ﹤0.01%
6,772
+2,378
1106
$199K ﹤0.01%
3,575
-363
1107
$199K ﹤0.01%
57,114
+4,310
1108
$198K ﹤0.01%
7,660
-640
1109
$198K ﹤0.01%
1,332
1110
$198K ﹤0.01%
10,126
-1,954
1111
$198K ﹤0.01%
2,245
1112
$197K ﹤0.01%
1,795
-146
1113
$196K ﹤0.01%
2,046
+443
1114
$195K ﹤0.01%
1,319
-51
1115
$195K ﹤0.01%
4,311
-64,296
1116
$194K ﹤0.01%
2,236
-246
1117
$194K ﹤0.01%
2,100
1118
$194K ﹤0.01%
12,000
1119
$193K ﹤0.01%
3,306
-888
1120
$192K ﹤0.01%
2,643
-151
1121
$192K ﹤0.01%
2,356
+2,161
1122
$192K ﹤0.01%
367
1123
$192K ﹤0.01%
2,028
-16
1124
$191K ﹤0.01%
2,532
-117
1125
$190K ﹤0.01%
4,070
43 44
45
46 47