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
$39.7B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1 +$222M
2 +$198M
3 +$162M
4
TEL icon
TE Connectivity
TEL
+$131M
5
BKNG icon
Booking.com
BKNG
+$126M

Top Sells

1 +$249M
2 +$148M
3 +$138M
4
AAPL icon
Apple
AAPL
+$128M
5
TJX icon
TJX Companies
TJX
+$118M

Sector Composition

1 Technology 23.26%
2 Financials 15.32%
3 Healthcare 13.54%
4 Consumer Discretionary 9.75%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
-133,962
1027
-13,558
1028
-10,922
1029
-1,000,000
1030
-500,000
1031
-71,547
1032
-8,189
1033
-11,795
1034
-3,569
1035
-21,000
1036
-59,390
1037
-4,000
1038
-200,000
1039
-12,000
1040
-100,000
1041
-9,421
1042
-2,850
1043
-161,455
1044
-605,710
1045
-51,390
1046
-173,010
1047
-4,068
1048
-30,000
1049
-5,000
1050
-195,605