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
126
$73.2M 0.17%
91,237
+29,901
127
$72.2M 0.17%
1,027,925
+27,675
128
$70M 0.16%
295,104
+3,590
129
$69.4M 0.16%
1,246,964
-354,516
130
$69.3M 0.16%
183,137
-3,002
131
$68M 0.16%
279,111
-2,192
132
$66.7M 0.15%
907,139
+72,540
133
$65.1M 0.15%
2,502,324
-2,462,502
134
$64M 0.15%
276,963
+3,374
135
$62.9M 0.14%
665,398
-1,747
136
$62.1M 0.14%
278,564
+6,178
137
$61.6M 0.14%
1,244,086
-168,559
138
$61.3M 0.14%
668,921
+409,513
139
$61.1M 0.14%
854,221
-90,368
140
$60.4M 0.14%
424,192
+378,663
141
$60.1M 0.14%
188,589
-2,452
142
$59.7M 0.14%
341,745
+4,063
143
$58.9M 0.14%
285,157
+74,172
144
$58.3M 0.13%
879,787
+41,828
145
$56.4M 0.13%
459,024
+287,800
146
$55.9M 0.13%
+322,855
147
$53.7M 0.12%
3,173,918
-50,547
148
$52.2M 0.12%
6,136,699
+2,828,409
149
$52.2M 0.12%
322,877
+25,966
150
$51.5M 0.12%
381,866
-3,977
4 5
6
7 8