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
301
$13.6M 0.03%
3,570,400
302
$13.6M 0.03%
88,620
-69,946
303
$13.5M 0.03%
879,844
304
$13.3M 0.03%
580,788
-1,539
305
$13M 0.03%
168,379
+154,392
306
$13M 0.03%
81,290
-1,573
307
$12.6M 0.03%
89,666
+13,358
308
$12.4M 0.03%
203,762
-5,385
309
$12.1M 0.03%
261,330
+6,440
310
$12M 0.03%
85,547
-2,045
311
$11.9M 0.03%
448,611
-22,297
312
$11.8M 0.03%
103,490
-3,992
313
$11.5M 0.03%
22,985
-895
314
$11.4M 0.03%
75,906
-2,203
315
$11.2M 0.03%
+51,542
316
$11.1M 0.03%
163,651
+36,391
317
$11.1M 0.03%
75,241
+271
318
$11M 0.03%
72,069
-86,368
319
$10.9M 0.03%
638,121
-131,371
320
$10.6M 0.03%
58,286
-2,975
321
$10.6M 0.03%
64,396
+44,165
322
$10.6M 0.03%
436,605
+9,615
323
$10.5M 0.03%
118,677
+2,731
324
$10.2M 0.03%
1,000,000
-51,666
325
$10.2M 0.03%
1,163,983
-59,729