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
1951
$25.1K ﹤0.01%
143
-87
1952
$25.1K ﹤0.01%
346
1953
$24.9K ﹤0.01%
373
-79
1954
$24.8K ﹤0.01%
1,078
1955
$24.7K ﹤0.01%
323
-1,057
1956
$24.6K ﹤0.01%
2,140
-1,151
1957
$24.5K ﹤0.01%
+2,000
1958
$24.5K ﹤0.01%
+400
1959
$24.2K ﹤0.01%
860
+852
1960
$23.9K ﹤0.01%
161
+92
1961
$23.9K ﹤0.01%
377
-520
1962
$23.7K ﹤0.01%
501
1963
$23.7K ﹤0.01%
585
-138,487
1964
$23.7K ﹤0.01%
882
1965
$23.6K ﹤0.01%
240
1966
$23.5K ﹤0.01%
782
-200
1967
$23.5K ﹤0.01%
305
1968
$23.5K ﹤0.01%
294
1969
$23.3K ﹤0.01%
1,990
+25
1970
$23.2K ﹤0.01%
1,307
+1,100
1971
$23.2K ﹤0.01%
393
+227
1972
$23.2K ﹤0.01%
1,679
-402
1973
$23.1K ﹤0.01%
2,300
1974
$23K ﹤0.01%
2,947
1975
$23K ﹤0.01%
+900
77 78
79
80 81