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
-17,500
1077
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1078
-341,070
1079
-31,546
1080
-500,000
1081
-140,809
1082
-300,000
1083
-650,000
1084
-450,000
1085
-150,000
1086
-252,465
1087
-100,000
1088
-26,331
1089
-72,069
1090
-500,000
1091
-70,128
1092
-69,924
1093
-2,576
1094
-101,475
1095
-14,707
1096
-311,544
1097
-25,632
1098
-78,591
1099
-5,120
1100
-89,666