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
2076
$17.9K ﹤0.01%
1,550
+275
2077
$17.9K ﹤0.01%
806
-4,452
2078
$17.8K ﹤0.01%
5,450
2079
$17.7K ﹤0.01%
425
2080
$17.7K ﹤0.01%
9,100
2081
$17.6K ﹤0.01%
718
-48
2082
$17.6K ﹤0.01%
165
+139
2083
$17.5K ﹤0.01%
300
2084
$17.5K ﹤0.01%
+1,313
2085
$17.4K ﹤0.01%
+652
2086
$17.4K ﹤0.01%
2,575
+1,203
2087
$17.2K ﹤0.01%
1,898
-3,652
2088
$17.1K ﹤0.01%
+144
2089
$17K ﹤0.01%
205
-197
2090
$17K ﹤0.01%
750
2091
$16.9K ﹤0.01%
150
2092
$16.9K ﹤0.01%
+589
2093
$16.9K ﹤0.01%
716
-633
2094
$16.9K ﹤0.01%
300
+100
2095
$16.8K ﹤0.01%
533
2096
$16.7K ﹤0.01%
499
+363
2097
$16.7K ﹤0.01%
+2,400
2098
$16.6K ﹤0.01%
3,432
+165
2099
$16.6K ﹤0.01%
205
2100
$16.5K ﹤0.01%
573
+517