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
676
$941K ﹤0.01%
8,529
+29
677
$936K ﹤0.01%
24,474
+8,777
678
$934K ﹤0.01%
14,300
679
$934K ﹤0.01%
+7,645
680
$929K ﹤0.01%
11,050
681
$926K ﹤0.01%
+16,420
682
$913K ﹤0.01%
14,391
683
$908K ﹤0.01%
11,261
-248
684
$905K ﹤0.01%
+33,544
685
$904K ﹤0.01%
+31,807
686
$900K ﹤0.01%
10,860
687
$897K ﹤0.01%
24,153
-113,325
688
$896K ﹤0.01%
12,714
689
$890K ﹤0.01%
19,409
-292
690
$890K ﹤0.01%
+8,726
691
$889K ﹤0.01%
30,802
-452
692
$886K ﹤0.01%
38,732
+3,360
693
$876K ﹤0.01%
7,929
-163
694
$862K ﹤0.01%
+28,524
695
$858K ﹤0.01%
15,766
-997
696
$853K ﹤0.01%
44,100
+22,150
697
$852K ﹤0.01%
22,785
698
$839K ﹤0.01%
23,823
+1,250
699
$838K ﹤0.01%
12,110
700
$838K ﹤0.01%
35,837
+3,450
26 27
28
29 30