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
301
$15.4M 0.04%
92,484
-11,660
302
$15M 0.03%
301,024
+100,000
303
$14.9M 0.03%
328,564
-191,207
304
$14.9M 0.03%
119,197
-2,567
305
$14.8M 0.03%
232,761
+28,999
306
$14.4M 0.03%
263,257
-6,652
307
$14.3M 0.03%
879,844
308
$14.3M 0.03%
173,730
-70,778
309
$14.2M 0.03%
+290,325
310
$13.7M 0.03%
82,508
+1,218
311
$13.4M 0.03%
3,570,400
312
$13.2M 0.03%
94,185
-24,794
313
$13.1M 0.03%
589,818
+232,510
314
$13M 0.03%
271,710
+10,380
315
$12.8M 0.03%
82,568
+7,327
316
$12.7M 0.03%
73,287
-2,619
317
$12.7M 0.03%
546,528
+536,867
318
$12.7M 0.03%
25,852
-86,830
319
$12.6M 0.03%
348,996
+134,924
320
$12.5M 0.03%
1,163,983
321
$12.5M 0.03%
154,766
-8,885
322
$12.3M 0.03%
50,694
-848
323
$12.1M 0.03%
50,117
-8,169
324
$12.1M 0.03%
22,068
-917
325
$12M 0.03%
+311,807
11 12
13
14 15