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
176
$48.6M 0.09%
128,909
-157
177
$48.6M 0.09%
202,510
+521
178
$48.2M 0.09%
190,624
+1,531
179
$45.3M 0.09%
826,882
-229,693
180
$45M 0.08%
1,036,661
+165,017
181
$44.9M 0.08%
487,965
-8,398
182
$43.6M 0.08%
450,305
-872
183
$43.5M 0.08%
527,127
-120,432
184
$43.4M 0.08%
264,132
-1,547
185
$42.8M 0.08%
157,747
-17,363
186
$42M 0.08%
962,511
-33,969
187
$41.4M 0.08%
202,139
+741
188
$41.4M 0.08%
205,200
+43,801
189
$40.7M 0.08%
163,511
-5,359
190
$40.7M 0.08%
200,065
+884
191
$40.3M 0.08%
537,533
+40,988
192
$40.3M 0.08%
412,493
-8,984
193
$39.4M 0.07%
625,218
-12,195
194
$38.5M 0.07%
177,203
-3,361
195
$38.3M 0.07%
163,615
-1,783
196
$37.5M 0.07%
338,624
+338,523
197
$37.3M 0.07%
152,575
+74,794
198
$37.1M 0.07%
12,411,168
+152,141
199
$37M 0.07%
316,983
+6,719
200
$36.5M 0.07%
186,682
-1,955