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
476
$2.86M 0.01%
16,855
-379
477
$2.86M 0.01%
19,126
-2,422
478
$2.85M 0.01%
6,520
-10,403
479
$2.81M 0.01%
18,634
+977
480
$2.8M 0.01%
14,650
-1,109
481
$2.77M 0.01%
22,015
+10,374
482
$2.73M 0.01%
69,184
+29,758
483
$2.72M 0.01%
51,722
-4,591
484
$2.71M 0.01%
+29,559
485
$2.67M 0.01%
300,000
486
$2.64M 0.01%
16,324
-14,481
487
$2.63M 0.01%
81,114
-1,852
488
$2.62M 0.01%
20,253
+1,945
489
$2.61M 0.01%
133,235
+9,848
490
$2.6M 0.01%
22,713
-314
491
$2.57M 0.01%
21,623
-100
492
$2.57M 0.01%
42,986
+2,401
493
$2.55M 0.01%
+48,788
494
$2.52M 0.01%
104,151
-27,581
495
$2.52M 0.01%
9,185
+70
496
$2.5M 0.01%
28,966
+887
497
$2.5M 0.01%
+39,237
498
$2.47M 0.01%
16,329
-252
499
$2.46M 0.01%
12,252
-14
500
$2.46M 0.01%
28,051
-869
18 19
20
21 22