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
$39.7B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$198M
3
+$162M
4
TEL icon
TE Connectivity
TEL
+$131M
5
BKNG icon
Booking.com
BKNG
+$126M

Top Sells

1
+$249M
2
+$148M
3
+$138M
4
AAPL icon
Apple
AAPL
+$128M
5
TJX icon
TJX Companies
TJX
+$118M

Sector Composition

1 Technology 23.26%
2 Financials 15.32%
3 Healthcare 13.54%
4 Consumer Discretionary 9.75%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.5M 0.01%
73,226
+11,575
502
$2.48M 0.01%
250,000
+50,000
503
$2.47M 0.01%
40,585
+3,497
504
$2.45M 0.01%
28,920
-8,811
505
$2.43M 0.01%
198,481
+44,163
506
$2.43M 0.01%
18,308
507
$2.42M 0.01%
28,079
+178
508
$2.42M 0.01%
17,657
+3,190
509
$2.39M 0.01%
12,727
+264
510
$2.38M 0.01%
9,115
-477
511
$2.35M 0.01%
12,166
-302
512
$2.35M 0.01%
47,477
+3,250
513
$2.35M 0.01%
33,880
-482
514
$2.31M 0.01%
27,186
-6,790
515
$2.31M 0.01%
123,387
+31,069
516
$2.3M 0.01%
9,708
+325
517
$2.3M 0.01%
115,050
-4,160
518
$2.27M 0.01%
12,266
+163
519
$2.27M 0.01%
101,475
520
$2.25M 0.01%
30,339
-6,029
521
$2.25M 0.01%
8,185
+1,153
522
$2.24M 0.01%
12,679
+348
523
$2.23M 0.01%
12,376
-1,269
524
$2.22M 0.01%
15,103
+7,125
525
$2.22M 0.01%
+28,537
19 20
21
22 23