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
451
$3.41M 0.01%
23,330
-50
452
$3.38M 0.01%
13,685
+1,285
453
$3.38M 0.01%
9,777
-5,621
454
$3.36M 0.01%
337,172
455
$3.35M 0.01%
34,118
-529
456
$3.32M 0.01%
140,559
-15,200
457
$3.31M 0.01%
53,328
-1,662
458
$3.23M 0.01%
36,341
+137
459
$3.23M 0.01%
258,037
-710,000
460
$3.2M 0.01%
21,684
-4,106
461
$3.2M 0.01%
21,379
-1,050
462
$3.17M 0.01%
59,090
-598
463
$3.15M 0.01%
60,752
+1,623
464
$3.1M 0.01%
18,917
+159
465
$3.08M 0.01%
83,996
+10,770
466
$3.08M 0.01%
59,516
467
$2.99M 0.01%
17,151
-4,452
468
$2.98M 0.01%
50,306
+23,961
469
$2.96M 0.01%
16,082
-259
470
$2.94M 0.01%
187,066
-1,859
471
$2.92M 0.01%
56,980
-105
472
$2.9M 0.01%
195,570
-2,911
473
$2.9M 0.01%
45,889
-58
474
$2.9M 0.01%
33,781
+1,325
475
$2.89M 0.01%
7,252
-61
17 18
19
20 21