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
$39.7B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1 +$222M
2 +$198M
3 +$162M
4
TEL icon
TE Connectivity
TEL
+$131M
5
BKNG icon
Booking.com
BKNG
+$126M

Top Sells

1 +$249M
2 +$148M
3 +$138M
4
AAPL icon
Apple
AAPL
+$128M
5
TJX icon
TJX Companies
TJX
+$118M

Sector Composition

1 Technology 23.26%
2 Financials 15.32%
3 Healthcare 13.54%
4 Consumer Discretionary 9.75%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$19.5M 0.05%
1,333,681
-49,856
252
$19.3M 0.05%
331,261
-28,171
253
$19.1M 0.05%
171,224
-8,690
254
$19M 0.05%
101,967
+15,628
255
$18.5M 0.05%
1,737,027
256
$18M 0.05%
133,019
+57,469
257
$17.9M 0.05%
299,573
-6,914
258
$17.9M 0.05%
317,236
-12,030
259
$17.9M 0.05%
349,121
+316
260
$17.8M 0.04%
+49,545
261
$17.8M 0.04%
787,768
-219,986
262
$17.8M 0.04%
+126,260
263
$17.7M 0.04%
94,598
-3,069
264
$17.5M 0.04%
914,074
-145,926
265
$17.4M 0.04%
140,809
-1,916
266
$17.4M 0.04%
252,866
+31,057
267
$17.4M 0.04%
136,472
+2,533
268
$17.3M 0.04%
761,726
-21,935
269
$17.2M 0.04%
125,414
+92,166
270
$16.9M 0.04%
160,506
+2,389
271
$16.9M 0.04%
154,623
-3,968
272
$16.9M 0.04%
156,071
+2,471
273
$16.8M 0.04%
104,144
-3,903
274
$16.7M 0.04%
65,647
+6,355
275
$16.6M 0.04%
44,468
+22,990