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
76
$164M 0.38%
5,288,100
+3,087,300
77
$164M 0.38%
756,188
-20,573
78
$156M 0.36%
304,936
-30,915
79
$155M 0.36%
652,378
+70,935
80
$153M 0.35%
563,454
-13,351
81
$148M 0.34%
1,449,988
+506
82
$142M 0.33%
8,561,123
+105,582
83
$138M 0.32%
351,534
-28,051
84
$137M 0.31%
1,223,583
+63,167
85
$136M 0.31%
389,912
+25,280
86
$134M 0.31%
1,785,342
+14,546
87
$129M 0.3%
463,333
+4,987
88
$129M 0.3%
403,429
+2,074
89
$128M 0.29%
4,118,543
+162,555
90
$125M 0.29%
545,021
-4,547
91
$124M 0.29%
1,569,972
-21,670
92
$123M 0.28%
2,518,721
-242,262
93
$123M 0.28%
543,780
+10,059
94
$122M 0.28%
558,396
+79,694
95
$121M 0.28%
175,558
-14,251
96
$119M 0.27%
4,174,476
+1,343,024
97
$114M 0.26%
388,263
-909
98
$111M 0.25%
979,917
-4,794
99
$108M 0.25%
4,063,109
+400,269
100
$105M 0.24%
245,865
-14,182
2 3
4
5 6