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
426
$3.98M 0.01%
79,873
427
$3.98M 0.01%
51,188
-988
428
$3.93M 0.01%
122,719
-17,815
429
$3.92M 0.01%
20,095
-797
430
$3.91M 0.01%
+254,698
431
$3.9M 0.01%
86,183
+80,844
432
$3.84M 0.01%
15,744
+9,285
433
$3.82M 0.01%
82,897
-6,581
434
$3.82M 0.01%
13,344
-299
435
$3.81M 0.01%
39,281
-647
436
$3.77M 0.01%
25,455
-6,713
437
$3.75M 0.01%
46,621
-196
438
$3.75M 0.01%
91,609
+9,789
439
$3.74M 0.01%
25,563
+6,674
440
$3.74M 0.01%
+400,000
441
$3.72M 0.01%
89,192
+11,482
442
$3.69M 0.01%
120,167
+50,468
443
$3.67M 0.01%
31,330
-689
444
$3.6M 0.01%
+14,339
445
$3.59M 0.01%
56,676
+567
446
$3.57M 0.01%
43,639
447
$3.51M 0.01%
360,897
448
$3.46M 0.01%
137,000
-180,000
449
$3.46M 0.01%
9,472
-191,221
450
$3.43M 0.01%
19,091
-470
16 17
18
19 20