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
1601
$59.5K ﹤0.01%
5,000
+1,000
1602
$59.5K ﹤0.01%
3,857
+855
1603
$59.3K ﹤0.01%
1,370
1604
$59.1K ﹤0.01%
505
-63
1605
$59.1K ﹤0.01%
1,632
-782
1606
$58.9K ﹤0.01%
1,676
+985
1607
$58.8K ﹤0.01%
+7,688
1608
$58.5K ﹤0.01%
2,054
+46
1609
$58.4K ﹤0.01%
5,700
+1,700
1610
$58.3K ﹤0.01%
1,006
-1,664
1611
$58.3K ﹤0.01%
732
-186
1612
$58.2K ﹤0.01%
5,150
+4,859
1613
$58.1K ﹤0.01%
1,178
1614
$58.1K ﹤0.01%
3,070
-1,601
1615
$58.1K ﹤0.01%
5,195
-145
1616
$57.9K ﹤0.01%
2,430
-364
1617
$57.9K ﹤0.01%
1,075
1618
$57.8K ﹤0.01%
3,366
+377
1619
$57.8K ﹤0.01%
2,432
+422
1620
$57.8K ﹤0.01%
1,285
-670
1621
$57.6K ﹤0.01%
2,665
-1,000
1622
$57.4K ﹤0.01%
2,314
+1,618
1623
$57.4K ﹤0.01%
22,233
1624
$57.3K ﹤0.01%
2,155
1625
$57.3K ﹤0.01%
1,892
63 64
65
66 67