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
1026
– –
-3,916
1027
– –
-3,020
1028
– –
-129,750
1029
– –
-11,827
1030
– –
-13,645
1031
– –
-2,435
1032
– –
-26,318
1033
– –
-13,776
1034
– –
-288
1035
– –
-41,228
1036
– –
-250,000
1037
– –
-14,734
1038
– –
-15,103
1039
– –
-1,000
1040
– –
-12,166
1041
– –
-16,314
1042
– –
-20,465
1043
– –
-11,341
1044
– –
-14,456
1045
– –
-10,568
1046
– –
-26,770
1047
– –
-37,759
1048
– –
-26,205
1049
– –
-24,415
1050
– –
-1,586,604
40 41
42
43 44