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
351
$4M 0.01%
127,977
+1,143
352
$3.95M 0.01%
40,268
-645
353
$3.94M 0.01%
185,318
+3,487
354
$3.88M 0.01%
359,461
-12,082
355
$3.86M 0.01%
+87,094
356
$3.85M 0.01%
15,876
-603
357
$3.84M 0.01%
78,154
+1,625
358
$3.83M 0.01%
87,474
-4,479
359
$3.82M 0.01%
19,681
+2,770
360
$3.62M 0.01%
179,084
-26,520
361
$3.58M 0.01%
50,293
-3,775
362
$3.57M 0.01%
+32,802
363
$3.49M 0.01%
1,343,418
-30,558
364
$3.47M 0.01%
21,962
-2,719
365
$3.39M 0.01%
130,698
-865
366
$3.33M 0.01%
39,495
-2,811
367
$3.32M 0.01%
501,653
+62,419
368
$3.26M 0.01%
107,832
+208
369
$3.19M 0.01%
155,574
-78,466
370
$3.17M 0.01%
67,033
-88,787
371
$3.14M 0.01%
45,711
-4,158
372
$3.1M 0.01%
30,538
+11,723
373
$3.1M 0.01%
27,250
+28
374
$3.1M 0.01%
28,212
+298
375
$3.09M 0.01%
65,663
-3,576
13 14
15
16 17