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
301
$7.08M 0.02%
224,159
+12,635
302
$7.03M 0.02%
114,130
-800
303
$6.99M 0.02%
57,897
-3,878
304
$6.91M 0.02%
42,127
+17,508
305
$6.75M 0.02%
90,606
-3,102
306
$6.7M 0.02%
812,041
-729,874
307
$6.65M 0.02%
1,106,900
-726,970
308
$6.59M 0.02%
866,597
+183,248
309
$6.53M 0.02%
527,902
+38,767
310
$6.52M 0.02%
32,335
-482
311
$6.38M 0.02%
319,890
-253,540
312
$6.26M 0.02%
85,219
+26,367
313
$6.25M 0.02%
127,978
+15,577
314
$6.08M 0.02%
46,947
+489
315
$6.06M 0.02%
50,241
-117
316
$5.97M 0.02%
53,471
+1,264
317
$5.9M 0.02%
131,842
-2,736
318
$5.83M 0.02%
113,276
-32,161
319
$5.77M 0.02%
62,345
-1,181
320
$5.64M 0.02%
93,837
-93,165
321
$5.6M 0.02%
380,395
+149,687
322
$5.53M 0.02%
33,419
+11,049
323
$5.44M 0.02%
56,932
-2,293
324
$5.42M 0.02%
141,367
-9,622
325
$5.27M 0.02%
73,487
-5,541
11 12
13
14 15