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
26
$389M 0.89%
4,555,011
+5,412
27
$382M 0.88%
1,413,178
+4,500
28
$372M 0.85%
1,522,975
+247,867
29
$336M 0.77%
919,669
+268
30
$334M 0.77%
1,736,184
+121,216
31
$327M 0.75%
647,942
-102,551
32
$324M 0.74%
2,286,780
-1,143
33
$316M 0.73%
1,933,749
+44,502
34
$313M 0.72%
2,186,449
-29,637
35
$311M 0.72%
5,466,094
-1,011,885
36
$308M 0.71%
876,102
+531,722
37
$302M 0.69%
2,036,049
-15,428
38
$291M 0.67%
2,348,004
-1,639
39
$291M 0.67%
2,455,053
-722,276
40
$285M 0.65%
1,339,235
+226,093
41
$283M 0.65%
977,446
-2,551
42
$280M 0.64%
708,708
+16,808
43
$275M 0.63%
1,596,782
-341
44
$268M 0.61%
1,298,894
-19,059
45
$265M 0.61%
3,246,148
+16,515
46
$262M 0.6%
300,000
-1,453
47
$261M 0.6%
4,580,292
+75,695
48
$255M 0.59%
1,568,991
+301,632
49
$253M 0.58%
1,995,418
+1,101,858
50
$253M 0.58%
1,272,951
-29,390
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