CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$3.13B 5.87%
6,708,516
-78,941
2
$2.59B 4.85%
11,350,192
+1,188,828
3
$2.22B 4.17%
11,144,859
-113,888
4
$1.78B 3.34%
13,888,795
+772,885
5
$1.6B 2.99%
8,812,094
+1,448,017
6
$1.44B 2.7%
7,627,934
-17,752
7
$867M 1.63%
3,252,993
-38,418
8
$866M 1.62%
4,547,812
-128,994
9
$732M 1.37%
1,496,502
-34,960
10
$711M 1.33%
9,212,787
-81,996
11
$691M 1.3%
753,074
-47
12
$649M 1.22%
5,374,962
-51,985
13
$639M 1.2%
3,116,315
-35,832
14
$550M 1.03%
7,622,993
-610,267
15
$543M 1.02%
1,191,349
-5,143
16
$524M 0.98%
1,543,090
-163,492
17
$514M 0.96%
893,071
+218,103
18
$502M 0.94%
948,152
+81,941
19
$499M 0.94%
1,937,387
+265,977
20
$490M 0.92%
4,802,579
-72,646
21
$465M 0.87%
4,145,962
+3,598,499
22
$435M 0.82%
2,092,248
-42,092
23
$407M 0.76%
730,223
-118,255
24
$404M 0.76%
761,988
-88,826
25
$400M 0.75%
8,684,152
-99,757
1
2 3 4 5