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
$39.7B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1 +$222M
2 +$198M
3 +$162M
4
TEL icon
TE Connectivity
TEL
+$131M
5
BKNG icon
Booking.com
BKNG
+$126M

Top Sells

1 +$249M
2 +$148M
3 +$138M
4
AAPL icon
Apple
AAPL
+$128M
5
TJX icon
TJX Companies
TJX
+$118M

Sector Composition

1 Technology 23.26%
2 Financials 15.32%
3 Healthcare 13.54%
4 Consumer Discretionary 9.75%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$27.9M 0.07%
61,373
+189
202
$27.8M 0.07%
147,836
-3,735
203
$27.6M 0.07%
1,592,265
-325,468
204
$27.6M 0.07%
778,330
-41,080
205
$27.3M 0.07%
7,965,885
+1,167,212
206
$27.2M 0.07%
165,476
+51,485
207
$27M 0.07%
178,308
-8,304
208
$27M 0.07%
232,882
+24,413
209
$27M 0.07%
3,308,290
+1,056,537
210
$26.6M 0.07%
107,160
-2,711
211
$26.4M 0.07%
206,595
+33,794
212
$26.1M 0.07%
667,986
+10,514
213
$26.1M 0.07%
399,893
-16,009
214
$25.9M 0.07%
133,754
-5,380
215
$25.5M 0.06%
1,204,870
+110,530
216
$24.5M 0.06%
91,368
-78,023
217
$24.4M 0.06%
148,485
+16,202
218
$24.1M 0.06%
1,444,726
-41,042
219
$24M 0.06%
1,650,000
-409,308
220
$24M 0.06%
409,774
+43,054
221
$23.8M 0.06%
160,915
+6,187
222
$23.6M 0.06%
385,738
-22,727
223
$23.6M 0.06%
81,396
-2,970
224
$23.4M 0.06%
1,586,604
-62,371
225
$23.3M 0.06%
295,610
-7,763