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
101
$105M 0.24%
1,099,396
+1,508
102
$101M 0.23%
447,315
-182,065
103
$100M 0.23%
2,741,646
-455,254
104
$98.4M 0.23%
726,890
+17,886
105
$98.1M 0.23%
4,990,542
-28,813
106
$97.1M 0.22%
401,161
-18,887
107
$95.3M 0.22%
1,099,035
-9,569
108
$94.9M 0.22%
240,859
+12,307
109
$94.3M 0.22%
1,015,107
+198,168
110
$93.1M 0.21%
8,199,409
-2,977,818
111
$92.7M 0.21%
2,710,888
+25,460
112
$91.9M 0.21%
1,203,423
-88,173
113
$91.5M 0.21%
1,104,437
-378,093
114
$89.5M 0.21%
990,414
+943,537
115
$86.9M 0.2%
771,537
+709
116
$86.8M 0.2%
1,683,823
+269,980
117
$86.2M 0.2%
1,587,330
+35,131
118
$84.5M 0.19%
210,199
+53,099
119
$83M 0.19%
1,561,150
+937,118
120
$81.9M 0.19%
595,617
+281,282
121
$81.4M 0.19%
336,711
+15,654
122
$80M 0.18%
+1,654,372
123
$78.8M 0.18%
1,013,684
-61,230
124
$74.8M 0.17%
2,723,063
+129,450
125
$73.8M 0.17%
1,660,707
-127,662
3 4
5
6 7