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
1001
$174K ﹤0.01%
10,000
1002
$171K ﹤0.01%
10,112
-1,851
1003
$171K ﹤0.01%
12,040
1004
$170K ﹤0.01%
+11,500
1005
$160K ﹤0.01%
1,671
-762
1006
$159K ﹤0.01%
10,404
+400
1007
$150K ﹤0.01%
14,792
+424
1008
$149K ﹤0.01%
10,884
1009
$146K ﹤0.01%
1,394
+614
1010
$115K ﹤0.01%
3,100
-400
1011
$108K ﹤0.01%
272
1012
$107K ﹤0.01%
10,000
1013
$89K ﹤0.01%
3,702
1014
$82K ﹤0.01%
12,000
1015
$76K ﹤0.01%
16,304
+92
1016
$63K ﹤0.01%
500
1017
$52K ﹤0.01%
+17,135
1018
$47K ﹤0.01%
2,083
1019
$47K ﹤0.01%
10,000
1020
$41K ﹤0.01%
+25,000
1021
$35K ﹤0.01%
2,280
1022
– –
-9,335
1023
– –
-2,482
1024
– –
-9,353
1025
– –
-10,159
39 40
41
42 43