CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$1.85B 4.65%
7,829,879
+167,596
2
$1.72B 4.34%
11,142,320
-339,940
3
$1.52B 3.83%
12,442,836
-1,047,897
4
$759M 1.91%
7,357,660
+820,760
5
$740M 1.86%
9,929,224
+552,507
6
$730M 1.84%
3,450,011
+426,698
7
$727M 1.83%
4,774,631
+95,131
8
$620M 1.56%
2,030,568
+318,741
9
$611M 1.54%
5,908,680
-89,200
10
$567M 1.43%
1,523,523
-80,875
11
$546M 1.38%
4,558,918
+52,522
12
$481M 1.21%
2,409,328
-332,578
13
$452M 1.14%
2,050,038
+259,917
14
$449M 1.13%
2,067,526
+121,931
15
$448M 1.13%
5,739,768
+421,091
16
$437M 1.1%
918,556
-92,811
17
$421M 1.06%
8,151,118
+75,322
18
$414M 1.04%
6,352,804
-1,103,607
19
$403M 1.01%
1,141,112
+297,617
20
$373M 0.94%
2,976,107
+108,525
21
$369M 0.93%
2,343,896
+22,167
22
$358M 0.9%
6,477,979
+1,330,830
23
$355M 0.89%
3,177,329
+25,302
24
$352M 0.89%
4,549,599
+825,250
25
$350M 0.88%
2,131,194
-897,993
1
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