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
251
$11.8M 0.04%
26,887
-535
252
$11.5M 0.04%
248,543
+3,893
253
$11.4M 0.04%
63,956
+13,430
254
$11M 0.04%
666,612
255
$11M 0.04%
90,082
+11,531
256
$10.8M 0.04%
647,169
+497,169
257
$10.6M 0.04%
272,039
+154,048
258
$10.5M 0.04%
118,908
+681
259
$10.4M 0.04%
586,718
+44,682
260
$10.4M 0.03%
517,464
-23,526
261
$10.3M 0.03%
258,646
+1,290
262
$10.2M 0.03%
61,684
-790
263
$10.2M 0.03%
1,188,022
-43,042
264
$10.2M 0.03%
47,406
+25,227
265
$10.1M 0.03%
272,685
-11,450
266
$10.1M 0.03%
47,434
-100
267
$10M 0.03%
504,001
-17,446
268
$9.99M 0.03%
169,424
-11,060
269
$9.98M 0.03%
620,938
+146,124
270
$9.94M 0.03%
2,264,674
-307,053
271
$9.94M 0.03%
1,524,090
+437,857
272
$9.71M 0.03%
1,479,550
+54,190
273
$9.63M 0.03%
60,474
-1,263
274
$9.6M 0.03%
301,353
-147
275
$9.47M 0.03%
99,266
-10,699
9 10
11
12 13