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
126
$94M 0.18%
1,180,113
-16,122
127
$92M 0.17%
60,158
+58,766
128
$91.8M 0.17%
455,081
-8,119
129
$91M 0.17%
623,613
-6,526
130
$85M 0.16%
422,764
-87,369
131
$83.8M 0.16%
472,004
-1,926
132
$82.1M 0.15%
3,311,388
+68,417
133
$81.4M 0.15%
2,797,774
-18,838
134
$79.1M 0.15%
423,661
+24,446
135
$78M 0.15%
589,023
+48,545
136
$77.7M 0.15%
699,065
-2,412
137
$77.7M 0.15%
249,519
+443
138
$76.2M 0.14%
149,868
-525
139
$73.6M 0.14%
442,187
-11,201
140
$72.4M 0.14%
2,338,790
+459,192
141
$72.1M 0.14%
240,594
-102,683
142
$71.6M 0.13%
122,118
+6,327
143
$71M 0.13%
317,267
+27,447
144
$70.9M 0.13%
726,110
+181,308
145
$69.3M 0.13%
177,463
-135,086
146
$68.8M 0.13%
341,466
-1,765
147
$68.5M 0.13%
658,283
-19,036
148
$67.1M 0.13%
156,679
+1,672
149
$67M 0.13%
87,446
-2,514
150
$66.7M 0.13%
1,786,968
-76,342