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
1976
$22.9K ﹤0.01%
+3,025
1977
$22.9K ﹤0.01%
1,000
1978
$22.8K ﹤0.01%
307
+178
1979
$22.8K ﹤0.01%
142
-26
1980
$22.6K ﹤0.01%
533
+33
1981
$22.5K ﹤0.01%
250
1982
$22.5K ﹤0.01%
12,500
1983
$22.5K ﹤0.01%
486
-229
1984
$22.4K ﹤0.01%
119
1985
$22.3K ﹤0.01%
+2,000
1986
$22.2K ﹤0.01%
2,422
+1,265
1987
$22.1K ﹤0.01%
214
1988
$22.1K ﹤0.01%
1,876
+879
1989
$22.1K ﹤0.01%
+200
1990
$22K ﹤0.01%
562
1991
$22K ﹤0.01%
2,541
+1,030
1992
$22K ﹤0.01%
939
1993
$21.9K ﹤0.01%
1,125
1994
$21.7K ﹤0.01%
1,907
-500
1995
$21.6K ﹤0.01%
2,550
+2,500
1996
$21.5K ﹤0.01%
1,000
1997
$21.5K ﹤0.01%
1,617
1998
$21.3K ﹤0.01%
232
1999
$21.3K ﹤0.01%
525
+75
2000
$21.3K ﹤0.01%
+750