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
376
$3.07M 0.01%
36,341
+409
377
$3.05M 0.01%
644,514
-80,271
378
$2.95M 0.01%
1,310,974
-249,584
379
$2.92M 0.01%
96,445
380
$2.92M 0.01%
50,000
-191
381
$2.82M 0.01%
748,336
+362,412
382
$2.79M 0.01%
+40,899
383
$2.79M 0.01%
11,256
-99
384
$2.68M 0.01%
54,768
-3
385
$2.66M 0.01%
22,834
+1,135
386
$2.62M 0.01%
169,522
-19,335
387
$2.59M 0.01%
138,787
-7,851
388
$2.55M 0.01%
8,816
+4,689
389
$2.54M 0.01%
+250,000
390
$2.53M 0.01%
29,331
-6,431
391
$2.5M 0.01%
55,982
+87
392
$2.5M 0.01%
25,745
+18,625
393
$2.5M 0.01%
84,694
+3,841
394
$2.5M 0.01%
36,108
-2,292
395
$2.48M 0.01%
76,949
-11,081
396
$2.47M 0.01%
1,479,589
-832,179
397
$2.46M 0.01%
60,358
-3,922
398
$2.43M 0.01%
27,404
-2,354
399
$2.43M 0.01%
17,027
-995
400
$2.42M 0.01%
40,252
-33,064