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
276
$9.41M 0.03%
1,047,619
-3,388
277
$9.39M 0.03%
236,340
-3,480
278
$9.36M 0.03%
43,177
+3,163
279
$9.31M 0.03%
113,966
+9,734
280
$9.01M 0.03%
72,304
-2,855
281
$8.85M 0.03%
479,498
-1,295
282
$8.78M 0.03%
519,153
-2,486
283
$8.41M 0.03%
87,230
-9,604
284
$8.34M 0.03%
106,456
-1,106
285
$8.31M 0.03%
244,831
+107,000
286
$8.22M 0.03%
71,421
-5,121
287
$8.16M 0.03%
92,839
-1,760
288
$7.98M 0.03%
108,319
-27,918
289
$7.93M 0.03%
67,558
-140,340
290
$7.82M 0.03%
256,903
-563
291
$7.81M 0.03%
22,689
-2,005
292
$7.65M 0.03%
28,555
-2,029
293
$7.57M 0.03%
358,681
-401
294
$7.53M 0.03%
107,155
-1,561
295
$7.45M 0.03%
181,764
-4,506
296
$7.4M 0.02%
42,704
+86
297
$7.39M 0.02%
407,707
-217,501
298
$7.38M 0.02%
798,063
-240,442
299
$7.27M 0.02%
266,527
+139,834
300
$7.18M 0.02%
261,747
-549,472