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
876
$337K ﹤0.01%
18,000
877
$335K ﹤0.01%
1,304
878
$335K ﹤0.01%
15,989
-5,686
879
$332K ﹤0.01%
+9,578
880
$324K ﹤0.01%
2,710
-248
881
$319K ﹤0.01%
3,750
882
$318K ﹤0.01%
21,831
883
$316K ﹤0.01%
21,812
884
$312K ﹤0.01%
14,220
885
$311K ﹤0.01%
30,000
886
$308K ﹤0.01%
5,638
887
$307K ﹤0.01%
4,000
-3,000
888
$307K ﹤0.01%
3,480
-18
889
$305K ﹤0.01%
1,277
+86
890
$304K ﹤0.01%
836
-10
891
$301K ﹤0.01%
3,929
+643
892
$299K ﹤0.01%
16,440
-1,439
893
$299K ﹤0.01%
4,475
-1,584
894
$299K ﹤0.01%
7,000
895
$298K ﹤0.01%
29,252
+83
896
$297K ﹤0.01%
11,400
897
$292K ﹤0.01%
3,009
-153
898
$292K ﹤0.01%
+15,155
899
$291K ﹤0.01%
4,671
-15
900
$291K ﹤0.01%
5,899
-177
34 35
36
37 38