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
1076
-14,456
1077
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1078
-26,770
1079
-37,759
1080
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1081
-24,415
1082
-1,586,604
1083
-12,000
1084
-22,880
1085
-760,447
1086
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1087
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1088
-40,118
1089
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1090
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1091
-600,000
1092
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1093
-8,014
1094
-162,659
1095
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1096
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1097
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1098
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1099
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1100
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