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
1226
$151K ﹤0.01%
3,600
1227
$150K ﹤0.01%
1,795
-170
1228
$150K ﹤0.01%
879
+16
1229
$149K ﹤0.01%
2,211
+1,726
1230
$149K ﹤0.01%
5,216
-4,450
1231
$149K ﹤0.01%
1,346
-145
1232
$148K ﹤0.01%
+12,811
1233
$148K ﹤0.01%
519
-2
1234
$148K ﹤0.01%
1,819
+1
1235
$147K ﹤0.01%
1,178
+31
1236
$147K ﹤0.01%
2,112
+573
1237
$147K ﹤0.01%
1,660
+3
1238
$147K ﹤0.01%
4,120
+1,680
1239
$147K ﹤0.01%
2,637
+436
1240
$146K ﹤0.01%
654
+250
1241
$146K ﹤0.01%
1,323
+6
1242
$145K ﹤0.01%
11,790
1243
$145K ﹤0.01%
3,467
-336
1244
$144K ﹤0.01%
1,441
+489
1245
$144K ﹤0.01%
13,404
+1,000
1246
$144K ﹤0.01%
2,723
-707
1247
$144K ﹤0.01%
3,194
-2,049
1248
$143K ﹤0.01%
2,448
+439
1249
$143K ﹤0.01%
1,695
1250
$142K ﹤0.01%
2,579
-658