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
51
$252M 0.58%
8,510,197
-970,973
52
$250M 0.57%
2,341,024
-389,522
53
$248M 0.57%
953,247
-206,026
54
$246M 0.57%
1,289,667
-9,116
55
$242M 0.56%
636,653
+74,660
56
$233M 0.53%
1,135,570
+23,941
57
$232M 0.53%
1,318,457
-15,081
58
$227M 0.52%
11,355,400
+2,908,960
59
$225M 0.52%
102,665
+47,479
60
$222M 0.51%
936,033
-386
61
$212M 0.49%
2,379,414
+273,569
62
$207M 0.48%
542,982
+234,510
63
$202M 0.46%
470,323
-7,860
64
$200M 0.46%
1,480,372
+452,487
65
$197M 0.45%
3,159,307
-25,710
66
$185M 0.42%
1,784,671
-24,664
67
$179M 0.41%
16,867,643
-2,882,445
68
$177M 0.41%
1,149,594
+2,666
69
$177M 0.41%
606,872
+3,820
70
$174M 0.4%
637,427
+13,037
71
$173M 0.4%
563,079
+2,892
72
$172M 0.39%
272,140
-2,713
73
$169M 0.39%
1,026,515
-1,104,679
74
$169M 0.39%
1,611,264
-7,107
75
$167M 0.38%
2,474,335
-1,152,187
1 2
3
4 5