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
326
$11.8M 0.03%
102,412
-1,078
327
$11.7M 0.03%
536,359
-44,429
328
$11.6M 0.03%
116,663
-2,014
329
$11.3M 0.03%
446,613
+10,008
330
$11.1M 0.03%
286,877
-239,840
331
$10.9M 0.03%
437,482
-11,129
332
$10.7M 0.02%
235,185
-432,801
333
$10.5M 0.02%
312,753
+16,610
334
$10.5M 0.02%
581,587
-56,534
335
$10.3M 0.02%
103,302
-1,250
336
$10.3M 0.02%
259,842
-1,396,427
337
$9.88M 0.02%
+743,214
338
$9.8M 0.02%
36,930
-330
339
$9.7M 0.02%
+352,198
340
$9.64M 0.02%
6,188
+476
341
$9.36M 0.02%
600,050
+400,000
342
$9.26M 0.02%
32,284
+218
343
$9.19M 0.02%
65,296
-195
344
$9.16M 0.02%
104,671
-9,467
345
$9.14M 0.02%
135,439
-3,173
346
$8.93M 0.02%
18,178
+10,179
347
$8.91M 0.02%
47,242
-1,792
348
$8.88M 0.02%
1,068,900
+221,500
349
$8.82M 0.02%
59,757
-7,690
350
$8.79M 0.02%
740,854
+150
12 13
14
15 16