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
1926
$26.6K ﹤0.01%
1,500
1927
$26.5K ﹤0.01%
1,132
+1
1928
$26.5K ﹤0.01%
483
-1
1929
$26.5K ﹤0.01%
1,800
1930
$26.4K ﹤0.01%
390
+306
1931
$26.4K ﹤0.01%
3,626
1932
$26.4K ﹤0.01%
286
-598
1933
$26.4K ﹤0.01%
+2,850
1934
$26.4K ﹤0.01%
435
-754
1935
$26.3K ﹤0.01%
626
1936
$26.2K ﹤0.01%
244
1937
$26.2K ﹤0.01%
1,500
1938
$26K ﹤0.01%
1,316
1939
$25.9K ﹤0.01%
+507
1940
$25.7K ﹤0.01%
350
-49
1941
$25.6K ﹤0.01%
400
1942
$25.5K ﹤0.01%
1,407
-420
1943
$25.5K ﹤0.01%
1,250
1944
$25.4K ﹤0.01%
4,600
1945
$25.4K ﹤0.01%
700
-661
1946
$25.2K ﹤0.01%
855
-220
1947
$25.2K ﹤0.01%
1,001
1948
$25.2K ﹤0.01%
4,000
+811
1949
$25.1K ﹤0.01%
94
-2,535
1950
$25.1K ﹤0.01%
+329
76 77
78
79 80