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
701
$835K ﹤0.01%
13,815
-1,302
702
$831K ﹤0.01%
+12,400
703
$826K ﹤0.01%
6,665
+42
704
$823K ﹤0.01%
9,727
-1,896
705
$819K ﹤0.01%
2,375
+10
706
$818K ﹤0.01%
27,068
-5,657
707
$815K ﹤0.01%
25,477
708
$813K ﹤0.01%
10,090
709
$811K ﹤0.01%
9,456
710
$807K ﹤0.01%
16,963
+275
711
$807K ﹤0.01%
16,249
712
$804K ﹤0.01%
22,111
+10,017
713
$786K ﹤0.01%
1,151,319
-2,265
714
$781K ﹤0.01%
5,922
-235
715
$772K ﹤0.01%
7,232
+28
716
$772K ﹤0.01%
3,031
-700
717
$771K ﹤0.01%
12,174
718
$766K ﹤0.01%
21,336
719
$765K ﹤0.01%
41,944
-80,272
720
$764K ﹤0.01%
4,399
-378
721
$752K ﹤0.01%
7,429
-19,954
722
$747K ﹤0.01%
14,481
-136
723
$743K ﹤0.01%
19,994
-482
724
$742K ﹤0.01%
+3,347
725
$741K ﹤0.01%
26,841
27 28
29
30 31