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
1051
-700,000
1052
-900,000
1053
-14,586
1054
-9,335
1055
-2,482
1056
-9,353
1057
-10,159
1058
-3,916
1059
-3,020
1060
-129,750
1061
-11,827
1062
-13,645
1063
-2,435
1064
-26,318
1065
-13,776
1066
-288
1067
-41,228
1068
-250,000
1069
-14,734
1070
-15,103
1071
-1,000
1072
-12,166
1073
-16,314
1074
-20,465
1075
-11,341