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
2051
$18.7K ﹤0.01%
10,730
+8,380
2052
$18.7K ﹤0.01%
198
2053
$18.7K ﹤0.01%
130
-30
2054
$18.6K ﹤0.01%
115
+4
2055
$18.6K ﹤0.01%
14,000
+3,000
2056
$18.6K ﹤0.01%
774
2057
$18.6K ﹤0.01%
190
2058
$18.6K ﹤0.01%
1,500
+1,000
2059
$18.6K ﹤0.01%
219
+19
2060
$18.6K ﹤0.01%
1,400
+100
2061
$18.5K ﹤0.01%
3,560
-1,384
2062
$18.4K ﹤0.01%
271
2063
$18.4K ﹤0.01%
416
+1
2064
$18.3K ﹤0.01%
1,067
+57
2065
$18.3K ﹤0.01%
2,977
2066
$18.3K ﹤0.01%
5,970
2067
$18.3K ﹤0.01%
233
-22
2068
$18.2K ﹤0.01%
60
2069
$18.2K ﹤0.01%
5,050
2070
$18.2K ﹤0.01%
500
2071
$18.1K ﹤0.01%
6,870
2072
$18.1K ﹤0.01%
977
+130
2073
$18K ﹤0.01%
200
+17
2074
$18K ﹤0.01%
768
-51
2075
$18K ﹤0.01%
539
-211