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
$43.5B
AUM Growth
+$3.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,114
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$140M
3
+$104M
4
NEE icon
NextEra Energy
NEE
+$101M
5
CMG icon
Chipotle Mexican Grill
CMG
+$95.7M

Top Sells

1
+$182M
2
+$167M
3
+$85.7M
4
TJX icon
TJX Companies
TJX
+$77.7M
5
LULU icon
lululemon athletica
LULU
+$69.8M

Sector Composition

1 Technology 23.51%
2 Financials 15.84%
3 Healthcare 12.73%
4 Consumer Discretionary 9.7%
5 Industrials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24.7M 0.06%
1,270,880
+66,010
227
$24.7M 0.06%
341,675
-199,754
228
$24.7M 0.06%
490,794
+44,740
229
$24.5M 0.06%
117,619
-630
230
$24.2M 0.06%
390,148
-9,745
231
$24.1M 0.06%
242,091
-5,067
232
$23.8M 0.05%
233,284
-3,122
233
$23.3M 0.05%
286,877
-8,733
234
$23M 0.05%
89,951
-1,417
235
$22.9M 0.05%
119,624
-1,584
236
$22.9M 0.05%
581,340
+675
237
$22.8M 0.05%
50,214
+669
238
$21.9M 0.05%
49,535
-1,233
239
$21.9M 0.05%
95,301
-6,666
240
$21.9M 0.05%
33,784
+202
241
$21.5M 0.05%
199,116
-5,241
242
$21.5M 0.05%
129,587
+4,512
243
$21.2M 0.05%
157,460
-5,753
244
$20.8M 0.05%
168,018
-3,704
245
$20.7M 0.05%
453,534
-10,756
246
$20.7M 0.05%
238,653
+38,955
247
$20.6M 0.05%
106,841
+25,754
248
$20.6M 0.05%
63,655
+16,644
249
$20.5M 0.05%
245,388
+25,275
250
$20.4M 0.05%
126,542
+1,128
8 9
10
11 12