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
751
$650K ﹤0.01%
17,910
752
$649K ﹤0.01%
13,026
-6,088
753
$645K ﹤0.01%
14,548
754
$642K ﹤0.01%
4,555
755
$640K ﹤0.01%
18,563
756
$639K ﹤0.01%
21,788
-300
757
$633K ﹤0.01%
11,560
758
$632K ﹤0.01%
1,824
-15
759
$631K ﹤0.01%
27,499
760
$631K ﹤0.01%
18,415
761
$629K ﹤0.01%
20,035
762
$628K ﹤0.01%
5,927
-105
763
$623K ﹤0.01%
2,652
+80
764
$623K ﹤0.01%
14,620
+449
765
$619K ﹤0.01%
447
766
$618K ﹤0.01%
211
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767
$612K ﹤0.01%
10,093
768
$600K ﹤0.01%
+15,000
769
$592K ﹤0.01%
22,136
770
$590K ﹤0.01%
10,206
-1,258
771
$588K ﹤0.01%
4,075
-108
772
$586K ﹤0.01%
18,128
+3,834
773
$586K ﹤0.01%
11,183
-93
774
$578K ﹤0.01%
20,000
775
$577K ﹤0.01%
10,073
+5,363
29 30
31
32 33