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
201
$36.3M 0.07%
703,072
-2,376
202
$36.2M 0.07%
874,554
-81,823
203
$35.7M 0.07%
1,278,740
-131,548
204
$35.6M 0.07%
839,520
-88,377
205
$34.7M 0.07%
451,244
+3,776
206
$34.3M 0.06%
322,617
-1,177
207
$34.2M 0.06%
2,022,164
+1,475,871
208
$33.9M 0.06%
139,615
+1,417
209
$33.6M 0.06%
68,246
+5,862
210
$33M 0.06%
449,550
+3,920
211
$32.3M 0.06%
642,838
-1,301
212
$32.1M 0.06%
454,289
+171,083
213
$31.9M 0.06%
547,511
+9,023
214
$31.7M 0.06%
302,774
-290
215
$31.5M 0.06%
68,526
+29,011
216
$31.4M 0.06%
300,828
+4,911
217
$31M 0.06%
153,062
+4,418
218
$30.9M 0.06%
531,914
-3,239
219
$30.7M 0.06%
112,336
+112,281
220
$30.6M 0.06%
102,514
+1,189
221
$30.5M 0.06%
474,037
-12,737
222
$29.8M 0.06%
215,795
-1,004
223
$29.5M 0.06%
59,056
-123
224
$29.4M 0.06%
670,777
+202,453
225
$29M 0.05%
288,450
-7,812