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
2026
$20.1K ﹤0.01%
3,000
2027
$20K ﹤0.01%
200
2028
$20K ﹤0.01%
+335
2029
$20K ﹤0.01%
9,685
-346
2030
$19.9K ﹤0.01%
198
+4
2031
$19.9K ﹤0.01%
1,959
2032
$19.9K ﹤0.01%
600
-1,000
2033
$19.8K ﹤0.01%
1,000
2034
$19.7K ﹤0.01%
199
2035
$19.7K ﹤0.01%
2,106
+28
2036
$19.7K ﹤0.01%
+1,850
2037
$19.6K ﹤0.01%
420
-33
2038
$19.6K ﹤0.01%
443
+10
2039
$19.5K ﹤0.01%
2,000
-250
2040
$19.5K ﹤0.01%
70
-2,527
2041
$19.4K ﹤0.01%
829
-11
2042
$19.3K ﹤0.01%
967
+487
2043
$19.3K ﹤0.01%
2,870
2044
$19.2K ﹤0.01%
1,043
2045
$19K ﹤0.01%
+500
2046
$19K ﹤0.01%
500
2047
$18.9K ﹤0.01%
2,500
2048
$18.9K ﹤0.01%
500
-360
2049
$18.9K ﹤0.01%
2,196
-12
2050
$18.7K ﹤0.01%
500
80 81
82
83 84