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
401
$5.05M 0.01%
9,796
402
$5.01M 0.01%
500,000
403
$5.01M 0.01%
503,245
-496,755
404
$4.99M 0.01%
548,069
+497,751
405
$4.92M 0.01%
492,592
-507,408
406
$4.88M 0.01%
318,536
+6,535
407
$4.87M 0.01%
85,456
-7,084
408
$4.78M 0.01%
50,192
-877
409
$4.75M 0.01%
68,909
+508
410
$4.63M 0.01%
19,526
-184
411
$4.62M 0.01%
+468,127
412
$4.61M 0.01%
16,019
-186
413
$4.5M 0.01%
38,567
+913
414
$4.34M 0.01%
+425,000
415
$4.34M 0.01%
40,436
-1,107
416
$4.33M 0.01%
15,474
-824
417
$4.33M 0.01%
371,250
418
$4.3M 0.01%
7,042
-319
419
$4.28M 0.01%
62,348
+275
420
$4.23M 0.01%
42,824
-1,909
421
$4.18M 0.01%
113,645
+2,920
422
$4.14M 0.01%
40,661
-3,004
423
$4.12M 0.01%
34,861
-425
424
$4.04M 0.01%
25,850
+6
425
$4.03M 0.01%
36,860
15 16
17
18 19