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
1151
$178K ﹤0.01%
1,060
+6
1152
$177K ﹤0.01%
9,444
+5,331
1153
$177K ﹤0.01%
5,946
-2,995
1154
$176K ﹤0.01%
559
-2,019
1155
$176K ﹤0.01%
3,574
-10
1156
$176K ﹤0.01%
5,534
-2,629
1157
$176K ﹤0.01%
42,000
1158
$175K ﹤0.01%
14,157
1159
$175K ﹤0.01%
8,760
+1,487
1160
$175K ﹤0.01%
1,285
-100
1161
$174K ﹤0.01%
1,650
-589
1162
$174K ﹤0.01%
172,649
1163
$174K ﹤0.01%
1,995
+16
1164
$174K ﹤0.01%
2,554
+60
1165
$174K ﹤0.01%
1,592
+273
1166
$173K ﹤0.01%
4,627
-227
1167
$173K ﹤0.01%
5,000
-1,000
1168
$173K ﹤0.01%
573
-735
1169
$173K ﹤0.01%
3,439
1170
$173K ﹤0.01%
4,191
1171
$173K ﹤0.01%
2,101
+1,501
1172
$172K ﹤0.01%
6,614
+4,472
1173
$172K ﹤0.01%
1,280
+2
1174
$172K ﹤0.01%
1,594
-108
1175
$172K ﹤0.01%
679
-1,905