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
2001
$21.2K ﹤0.01%
469
-1,546
2002
$21.1K ﹤0.01%
244
+62
2003
$21.1K ﹤0.01%
525
+20
2004
$21.1K ﹤0.01%
311
2005
$21K ﹤0.01%
+2,000
2006
$21K ﹤0.01%
500
2007
$21K ﹤0.01%
+1,830
2008
$20.9K ﹤0.01%
856
+98
2009
$20.9K ﹤0.01%
800
2010
$20.8K ﹤0.01%
435
2011
$20.7K ﹤0.01%
170
2012
$20.6K ﹤0.01%
303
-53
2013
$20.6K ﹤0.01%
2,458
2014
$20.6K ﹤0.01%
411
+4
2015
$20.5K ﹤0.01%
170
-5
2016
$20.5K ﹤0.01%
3,101
2017
$20.5K ﹤0.01%
175
-1,062
2018
$20.5K ﹤0.01%
362
-2,400
2019
$20.4K ﹤0.01%
1,165
2020
$20.4K ﹤0.01%
1,152
-517
2021
$20.3K ﹤0.01%
139
+20
2022
$20.3K ﹤0.01%
582
2023
$20.3K ﹤0.01%
415
2024
$20.1K ﹤0.01%
2,000
2025
$20.1K ﹤0.01%
+500
79 80
81
82 83