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
$29.8B
AUM Growth
-$7.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
976
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$82.8M
3
+$75.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$73.9M
5
TJX icon
TJX Companies
TJX
+$54.2M

Top Sells

1
+$103M
2
+$57.4M
3
+$51.5M
4
AMZN icon
Amazon
AMZN
+$50.3M
5
MDT icon
Medtronic
MDT
+$49.3M

Sector Composition

1 Technology 21.84%
2 Healthcare 13.46%
3 Financials 12.9%
4 Industrials 8.16%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.5M 0.05%
149,885
-1,900
227
$14.5M 0.05%
39,321
+702
228
$14.4M 0.05%
454,354
-109,492
229
$14.4M 0.05%
498,462
-11,650
230
$14.4M 0.05%
445,439
+7,855
231
$14M 0.05%
117,018
-618
232
$14M 0.05%
41,245
+485
233
$13.8M 0.05%
67,150
-1,508
234
$13.8M 0.05%
1,375,075
-12,890
235
$13.6M 0.05%
165,972
-28,295
236
$13.5M 0.05%
168,897
-820
237
$13.5M 0.05%
1,449,903
+535,685
238
$13.2M 0.04%
263,802
-16,550
239
$12.8M 0.04%
293,269
+7,221
240
$12.6M 0.04%
336,334
-21,184
241
$12.5M 0.04%
42,185
-173
242
$12.2M 0.04%
578,038
-20,978
243
$12.2M 0.04%
257,297
-32,251
244
$12.2M 0.04%
42,025
-626
245
$12.1M 0.04%
64,020
+2,957
246
$12.1M 0.04%
120,505
-2,649
247
$12M 0.04%
107,477
-40,671
248
$11.9M 0.04%
175,046
-5,950
249
$11.9M 0.04%
150,670
+171
250
$11.8M 0.04%
58,304
+39,016
8 9
10
11 12