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
201
$29.7M 0.07%
445,050
-28,981
202
$29.4M 0.07%
165,269
-207
203
$29.4M 0.07%
79,358
-2,038
204
$29M 0.07%
182,705
+4,397
205
$28.8M 0.07%
104,308
-2,852
206
$28.8M 0.07%
809,790
+70,568
207
$28.7M 0.07%
74,175
+10,841
208
$28.6M 0.07%
+676,020
209
$28.5M 0.07%
530,450
-15,060
210
$28.5M 0.07%
246,514
-5,068
211
$28.4M 0.07%
539,622
+31,289
212
$28.2M 0.06%
758,525
-19,805
213
$28M 0.06%
152,251
+66,797
214
$27.7M 0.06%
499,200
-414,667
215
$27.6M 0.06%
658,885
+16,215
216
$27.5M 0.06%
174,840
-168,147
217
$27.5M 0.06%
92,018
-27,250
218
$26.6M 0.06%
213,869
-4,969
219
$26.3M 0.06%
451,244
-4,350
220
$26M 0.06%
438,556
+28,782
221
$25.8M 0.06%
244,290
+11,408
222
$25.5M 0.06%
115,725
+19,930
223
$25.2M 0.06%
43,179
-18,194
224
$24.8M 0.06%
1,166,190
-167,491
225
$24.8M 0.06%
102,361
+101,015
7 8
9
10 11