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
526
$2.06M ﹤0.01%
21,924
-4,556
527
$2.04M ﹤0.01%
6,426
-252
528
$2.04M ﹤0.01%
62,528
+25
529
$2.04M ﹤0.01%
81,892
-6,805
530
$2M ﹤0.01%
10,687
-567
531
$2M ﹤0.01%
200,000
-399,970
532
$1.99M ﹤0.01%
10,617
-53,779
533
$1.98M ﹤0.01%
+11,104
534
$1.98M ﹤0.01%
48,967
-1,819
535
$1.98M ﹤0.01%
23,549
-4,988
536
$1.95M ﹤0.01%
126,617
+15,530
537
$1.95M ﹤0.01%
27,067
+577
538
$1.94M ﹤0.01%
9,526
-89
539
$1.94M ﹤0.01%
27,623
-1,379
540
$1.92M ﹤0.01%
18,329
+6
541
$1.92M ﹤0.01%
14,177
-4,384
542
$1.9M ﹤0.01%
50,232
-30,048
543
$1.85M ﹤0.01%
22,607
-48
544
$1.83M ﹤0.01%
+11,923
545
$1.82M ﹤0.01%
68,892
-329
546
$1.81M ﹤0.01%
17,322
-409
547
$1.81M ﹤0.01%
23,422
+4
548
$1.8M ﹤0.01%
21,958
549
$1.8M ﹤0.01%
50,028
+5,341
550
$1.8M ﹤0.01%
25,119
-2,133
20 21
22
23 24