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
351
$8.67M 0.02%
18,843
-7,240
352
$8.67M 0.02%
382,940
-531,134
353
$8.65M 0.02%
+250,962
354
$8.52M 0.02%
140,722
-3,669
355
$8.49M 0.02%
96,383
+189
356
$8.36M 0.02%
69,314
+947
357
$8.27M 0.02%
15,516
358
$7.99M 0.02%
+60,000
359
$7.92M 0.02%
66,067
+5,342
360
$7.9M 0.02%
32,404
-835
361
$7.67M 0.02%
24,622
-96
362
$7.62M 0.02%
156,754
-4,390
363
$7.58M 0.02%
36,642
-111,194
364
$7.49M 0.02%
103,035
-11,193
365
$7.41M 0.02%
395,549
+3,599
366
$7.31M 0.02%
108,997
-25,239
367
$7.16M 0.02%
54,869
-648
368
$7.14M 0.02%
68,173
+13,074
369
$7.06M 0.02%
35,016
-2,412
370
$6.8M 0.02%
+698,831
371
$6.77M 0.02%
50,578
-1,836
372
$6.76M 0.02%
176,680
+4,461
373
$6.64M 0.02%
+672,902
374
$6.58M 0.02%
53,804
+84
375
$6.44M 0.01%
+660,340
13 14
15
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