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
$39.7B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1 +$222M
2 +$198M
3 +$162M
4
TEL icon
TE Connectivity
TEL
+$131M
5
BKNG icon
Booking.com
BKNG
+$126M

Top Sells

1 +$249M
2 +$148M
3 +$138M
4
AAPL icon
Apple
AAPL
+$128M
5
TJX icon
TJX Companies
TJX
+$118M

Sector Composition

1 Technology 23.26%
2 Financials 15.32%
3 Healthcare 13.54%
4 Consumer Discretionary 9.75%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$829K ﹤0.01%
10,860
702
$827K ﹤0.01%
14,300
703
$824K ﹤0.01%
40,964
-49,436
704
$816K ﹤0.01%
+21,508
705
$815K ﹤0.01%
11,050
706
$810K ﹤0.01%
12,174
707
$809K ﹤0.01%
12,714
-1,890
708
$808K ﹤0.01%
15,117
+335
709
$805K ﹤0.01%
30,100
710
$804K ﹤0.01%
+22,785
711
$799K ﹤0.01%
18,563
-500
712
$797K ﹤0.01%
10,090
713
$790K ﹤0.01%
6,157
-165
714
$783K ﹤0.01%
+20,890
715
$781K ﹤0.01%
2,365
716
$780K ﹤0.01%
2,435
717
$779K ﹤0.01%
20,476
-359
718
$778K ﹤0.01%
86,204
+17,546
719
$771K ﹤0.01%
16,688
-8,829
720
$767K ﹤0.01%
22,573
-5,500
721
$765K ﹤0.01%
10,592
-7,206
722
$764K ﹤0.01%
+35,372
723
$764K ﹤0.01%
670
+1
724
$759K ﹤0.01%
2,380
+10
725
$754K ﹤0.01%
25,477
+10,000