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
576
$1.53M ﹤0.01%
25,784
-2,833
577
$1.53M ﹤0.01%
13,243
-109
578
$1.53M ﹤0.01%
38,501
+11,018
579
$1.53M ﹤0.01%
14,776
-1,503
580
$1.51M ﹤0.01%
28,251
+44
581
$1.5M ﹤0.01%
26,316
+164
582
$1.5M ﹤0.01%
31,352
-77
583
$1.48M ﹤0.01%
103,525
-17,698
584
$1.46M ﹤0.01%
63,441
585
$1.46M ﹤0.01%
43,983
586
$1.44M ﹤0.01%
+33,965
587
$1.44M ﹤0.01%
38,675
+520
588
$1.42M ﹤0.01%
17,352
+65
589
$1.42M ﹤0.01%
11,084
-48
590
$1.42M ﹤0.01%
12,079
-73,468
591
$1.39M ﹤0.01%
1,170
+500
592
$1.37M ﹤0.01%
53,562
+784
593
$1.37M ﹤0.01%
+13,567
594
$1.37M ﹤0.01%
32,855
595
$1.37M ﹤0.01%
26,022
-21,455
596
$1.37M ﹤0.01%
22,611
+4,385
597
$1.36M ﹤0.01%
35,623
-2,513
598
$1.36M ﹤0.01%
+19,500
599
$1.36M ﹤0.01%
15,467
+268
600
$1.35M ﹤0.01%
50,516
+557
22 23
24
25 26