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
551
$1.77M ﹤0.01%
39,265
+455
552
$1.77M ﹤0.01%
21,215
-332
553
$1.76M ﹤0.01%
48,238
+1,333
554
$1.76M ﹤0.01%
21,698
+5,418
555
$1.75M ﹤0.01%
26,163
-720
556
$1.72M ﹤0.01%
6,708
-3,000
557
$1.71M ﹤0.01%
49,494
-10,759
558
$1.67M ﹤0.01%
42,927
+6,139
559
$1.67M ﹤0.01%
+59,000
560
$1.66M ﹤0.01%
37,690
561
$1.66M ﹤0.01%
27,770
+64
562
$1.66M ﹤0.01%
95,574
+930
563
$1.64M ﹤0.01%
24,121
-4,491
564
$1.64M ﹤0.01%
30,471
-14,287
565
$1.64M ﹤0.01%
60,154
+2,724
566
$1.64M ﹤0.01%
30,777
-15,660
567
$1.63M ﹤0.01%
95,800
568
$1.63M ﹤0.01%
27,370
-6,987
569
$1.63M ﹤0.01%
33,845
+1,705
570
$1.62M ﹤0.01%
5,285
-200
571
$1.62M ﹤0.01%
36,464
-2,393
572
$1.61M ﹤0.01%
27,615
-2,270
573
$1.59M ﹤0.01%
32,307
-235
574
$1.56M ﹤0.01%
21,384
-2,714
575
$1.53M ﹤0.01%
10,599
-575
21 22
23
24 25