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
1901
$28.1K ﹤0.01%
1,100
1902
$28.1K ﹤0.01%
+7,428
1903
$28.1K ﹤0.01%
343
1904
$28K ﹤0.01%
571
-92
1905
$27.9K ﹤0.01%
620
1906
$27.9K ﹤0.01%
90
1907
$27.8K ﹤0.01%
2,308
+2,000
1908
$27.8K ﹤0.01%
1,560
-3
1909
$27.7K ﹤0.01%
700
1910
$27.7K ﹤0.01%
3,450
1911
$27.6K ﹤0.01%
1,850
1912
$27.6K ﹤0.01%
200
-12
1913
$27.5K ﹤0.01%
114
-18
1914
$27.5K ﹤0.01%
371
+206
1915
$27.4K ﹤0.01%
+1,500
1916
$27.3K ﹤0.01%
+3,775
1917
$27.3K ﹤0.01%
+1,910
1918
$27.2K ﹤0.01%
400
1919
$27.1K ﹤0.01%
2,245
1920
$27.1K ﹤0.01%
445
-37
1921
$27K ﹤0.01%
612
-68
1922
$26.9K ﹤0.01%
150
-17
1923
$26.8K ﹤0.01%
314
-49
1924
$26.8K ﹤0.01%
237
+119
1925
$26.7K ﹤0.01%
476