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
151
$51.4M 0.12%
311,264
+2,828
152
$51.1M 0.12%
1,275,625
-273,101
153
$48.8M 0.11%
107,802
-74,710
154
$48M 0.11%
310,831
-134,322
155
$47.5M 0.11%
358,299
+8,304
156
$47M 0.11%
555,278
-1,975,513
157
$46.9M 0.11%
125,523
-153,565
158
$45.6M 0.1%
156,105
-76,698
159
$45.2M 0.1%
1,154,688
-78,510
160
$44.7M 0.1%
566,338
-7,189
161
$44.4M 0.1%
29,751
-381
162
$43.5M 0.1%
361,829
-403,742
163
$41.5M 0.1%
185,591
-7,521
164
$41.4M 0.1%
366,474
-3,022
165
$40.8M 0.09%
217,434
-36,084
166
$40.3M 0.09%
207,639
-6,721
167
$40.2M 0.09%
743,705
-19,045
168
$39.9M 0.09%
633,284
+44,518
169
$39.4M 0.09%
111,122
-3,465
170
$39.3M 0.09%
1,060,776
+13,270
171
$39.3M 0.09%
711,996
-96,297
172
$39.2M 0.09%
778,188
+82,857
173
$38.5M 0.09%
154,886
+406
174
$38.4M 0.09%
2,128,500
175
$38.2M 0.09%
+912,793
5 6
7
8 9