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
176
$37.7M 0.09%
802,554
-12,762
177
$37.3M 0.09%
264,012
-6,069
178
$37.2M 0.09%
478,110
-72,715
179
$35.8M 0.08%
67,160
-1,344
180
$35.3M 0.08%
543,485
+9,998
181
$34.9M 0.08%
100,602
-163,543
182
$34.8M 0.08%
219,245
+30,771
183
$33.7M 0.08%
307,010
-63,920
184
$33.4M 0.08%
13,088,796
+756,829
185
$33M 0.08%
8,432,613
+466,728
186
$33M 0.08%
361,185
+10,886
187
$32.6M 0.08%
238,509
-5,524
188
$32.5M 0.07%
131,947
-1,807
189
$32.4M 0.07%
135,777
+111,187
190
$32.2M 0.07%
573,189
-9,392
191
$31.4M 0.07%
203,090
-6,276
192
$31.1M 0.07%
1,650,000
193
$30.9M 0.07%
385,016
-108,575
194
$30.8M 0.07%
1,589,227
-3,038
195
$30.4M 0.07%
225,128
-104,708
196
$30.4M 0.07%
956,212
-594,359
197
$30.4M 0.07%
736,409
-37,561
198
$30.1M 0.07%
225,478
+18,883
199
$30M 0.07%
156,533
+8,048
200
$29.8M 0.07%
131,616
+3,063