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
826
$432K ﹤0.01%
3,188
+2
827
$431K ﹤0.01%
598
-22
828
$431K ﹤0.01%
18,912
+300
829
$430K ﹤0.01%
18,347
+912
830
$429K ﹤0.01%
11,500
831
$428K ﹤0.01%
1,585
+36
832
$426K ﹤0.01%
4,046
833
$423K ﹤0.01%
5,591
-20
834
$421K ﹤0.01%
+1,662
835
$421K ﹤0.01%
12,163
836
$419K ﹤0.01%
5,445
837
$417K ﹤0.01%
3,571
-2,447
838
$417K ﹤0.01%
1,267
+267
839
$415K ﹤0.01%
3,921
840
$414K ﹤0.01%
20,484
+184
841
$407K ﹤0.01%
+15,358
842
$404K ﹤0.01%
17,000
843
$403K ﹤0.01%
3,425
-228
844
$400K ﹤0.01%
4,865
-194
845
$396K ﹤0.01%
3,762
-107
846
$393K ﹤0.01%
6,338
+113
847
$389K ﹤0.01%
4,078
-33
848
$385K ﹤0.01%
2,742
-4,159
849
$383K ﹤0.01%
2,646
850
$381K ﹤0.01%
1,939
+3
32 33
34
35 36