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
326
$5.23M 0.02%
61,487
+8,413
327
$5.21M 0.02%
59,266
-981
328
$5.21M 0.02%
34,490
-20,437
329
$5.02M 0.02%
+273,647
330
$4.98M 0.02%
34,699
-150
331
$4.97M 0.02%
134,377
-1,608
332
$4.93M 0.02%
130,037
-10,377
333
$4.84M 0.02%
26,743
+1,885
334
$4.75M 0.02%
18,724
+231
335
$4.66M 0.02%
39,612
+7,584
336
$4.5M 0.02%
58,588
+5,567
337
$4.5M 0.02%
74,866
+4,753
338
$4.49M 0.02%
150,002
339
$4.42M 0.01%
130,109
+20,636
340
$4.34M 0.01%
143,336
-13,239
341
$4.31M 0.01%
20,136
-75
342
$4.3M 0.01%
172,849
-10,922
343
$4.24M 0.01%
23,890
-5,813
344
$4.19M 0.01%
50,818
+52
345
$4.16M 0.01%
620,602
-129,039
346
$4.12M 0.01%
108,133
-71,296
347
$4.11M 0.01%
57,921
-10,939
348
$4.04M 0.01%
879,844
349
$4.03M 0.01%
39,193
+56
350
$4.02M 0.01%
462,404
12 13
14
15 16