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
1751
$41K ﹤0.01%
5,533
1752
$41K ﹤0.01%
1,370
-785
1753
$40.8K ﹤0.01%
751
+186
1754
$40.8K ﹤0.01%
374
-100
1755
$40.7K ﹤0.01%
2,167
1756
$40.7K ﹤0.01%
7,499
1757
$40.4K ﹤0.01%
1,015
-741
1758
$40.3K ﹤0.01%
1,000
1759
$40.3K ﹤0.01%
+2,395
1760
$40.2K ﹤0.01%
248
-16
1761
$40.2K ﹤0.01%
2,599
-60
1762
$40K ﹤0.01%
679
+204
1763
$40K ﹤0.01%
867
+236
1764
$39.9K ﹤0.01%
1,676
1765
$39.9K ﹤0.01%
1,929
1766
$39.8K ﹤0.01%
550
1767
$39.8K ﹤0.01%
+500
1768
$39.6K ﹤0.01%
900
1769
$39.6K ﹤0.01%
+1,900
1770
$39.5K ﹤0.01%
679
+9
1771
$39.4K ﹤0.01%
1,145
-868
1772
$39.3K ﹤0.01%
8,150
+850
1773
$39.2K ﹤0.01%
1,229
1774
$39.1K ﹤0.01%
836
+535
1775
$38.9K ﹤0.01%
457
-9