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
501
$2.44M 0.01%
47,524
+1,249
502
$2.41M 0.01%
12,812
+9,993
503
$2.39M 0.01%
12,526
+150
504
$2.37M 0.01%
29,673
-666
505
$2.37M 0.01%
114,707
-343
506
$2.37M 0.01%
89,889
-62,757
507
$2.37M 0.01%
18,089
-4,713
508
$2.36M 0.01%
11,933
-572
509
$2.35M 0.01%
33,147
-733
510
$2.24M 0.01%
14,715
-645
511
$2.24M 0.01%
15,231
-133
512
$2.23M 0.01%
150,000
-150,000
513
$2.23M 0.01%
68,523
-2,276
514
$2.22M 0.01%
12,714
+35
515
$2.21M 0.01%
27,261
+135
516
$2.18M 0.01%
+60,653
517
$2.17M 0.01%
10,059
-8,744
518
$2.14M ﹤0.01%
+44,860
519
$2.13M ﹤0.01%
158,384
+3,056
520
$2.13M ﹤0.01%
16,073
+13,013
521
$2.13M ﹤0.01%
25,070
-146
522
$2.12M ﹤0.01%
221,024
523
$2.09M ﹤0.01%
5,772
-100
524
$2.07M ﹤0.01%
35,519
+9,960
525
$2.06M ﹤0.01%
16,320
-8,233
19 20
21
22 23