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
351
$8.1M 0.02%
740,704
+6,150
352
$8.04M 0.02%
37,428
+9,171
353
$7.98M 0.02%
65,491
-1,126
354
$7.91M 0.02%
357,308
+327,308
355
$7.65M 0.02%
653,904
+105,070
356
$7.64M 0.02%
391,950
-5,908
357
$7.57M 0.02%
+760,447
358
$7.44M 0.02%
114,228
-16,900
359
$7.43M 0.02%
24,718
-6,441
360
$7.38M 0.02%
847,400
+86,500
361
$7.29M 0.02%
52,414
-1,207
362
$7.11M 0.02%
317,000
+300,000
363
$7M 0.02%
+700,000
364
$6.8M 0.02%
161,144
-14,567
365
$6.78M 0.02%
16,923
+5
366
$6.72M 0.02%
109,522
-2,695
367
$6.63M 0.02%
91,080
-31,059
368
$6.54M 0.02%
+650,000
369
$6.46M 0.02%
76,647
-24,367
370
$6.45M 0.02%
82,554
-2,375
371
$6.39M 0.02%
60,725
+8,733
372
$6.38M 0.02%
55,517
-1,547
373
$6.34M 0.02%
50,594
+13,949
374
$6.34M 0.02%
53,720
+1,211
375
$6.27M 0.02%
114,179
-4,440