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
$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 23.58%
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
1
$2.12B 4.88%
7,840,201
+10,322
2
$1.91B 4.39%
11,110,640
-31,680
3
$1.69B 3.88%
12,317,951
-124,885
4
$974M 2.24%
10,022,847
+93,623
5
$973M 2.24%
7,972,840
+615,180
6
$860M 1.97%
3,676,147
+226,136
7
$744M 1.71%
4,783,561
+8,930
8
$725M 1.67%
5,785,180
-123,500
9
$655M 1.51%
2,054,980
+24,412
10
$610M 1.4%
1,523,547
+24
11
$557M 1.28%
2,341,058
-68,270
12
$536M 1.23%
915,822
-2,734
13
$524M 1.2%
7,197,156
+844,352
14
$492M 1.13%
1,198,161
+57,049
15
$472M 1.09%
4,075,358
-483,560
16
$464M 1.07%
6,115,439
+375,671
17
$455M 1.04%
2,073,298
+5,772
18
$433M 0.99%
8,162,177
+11,059
19
$428M 0.98%
2,956,311
-19,796
20
$416M 0.96%
17,253,743
+2,539,599
21
$413M 0.95%
2,215,673
-128,223
22
$400M 0.92%
851,329
+70,210
23
$399M 0.92%
6,660,424
+243,614
24
$398M 0.91%
5,429,359
+1,382,166
25
$389M 0.89%
1,768,757
-281,281
1
2 3 4 5