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
1276
$135K ﹤0.01%
2,665
+2,521
1277
$135K ﹤0.01%
5,880
+1,299
1278
$135K ﹤0.01%
4,030
+3,885
1279
$134K ﹤0.01%
1,352
+800
1280
$134K ﹤0.01%
70,000
1281
$133K ﹤0.01%
+5,137
1282
$133K ﹤0.01%
5,047
1283
$133K ﹤0.01%
1,173
1284
$132K ﹤0.01%
3,323
+913
1285
$132K ﹤0.01%
709
-92
1286
$132K ﹤0.01%
9,804
-8,334
1287
$131K ﹤0.01%
15,468
-645
1288
$130K ﹤0.01%
2,786
1289
$130K ﹤0.01%
1,125
+133
1290
$130K ﹤0.01%
25,642
-3,145
1291
$130K ﹤0.01%
2,083
-1,307
1292
$129K ﹤0.01%
687
+66
1293
$129K ﹤0.01%
2,046
1294
$129K ﹤0.01%
6,510
1295
$128K ﹤0.01%
2,500
1296
$128K ﹤0.01%
5,113
1297
$128K ﹤0.01%
372
+8
1298
$128K ﹤0.01%
+4,500
1299
$128K ﹤0.01%
932
+620
1300
$128K ﹤0.01%
8,239
+487