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
401
$2.42M 0.01%
22,873
-4,185
402
$2.4M 0.01%
+478,512
403
$2.38M 0.01%
60,746
+228
404
$2.33M 0.01%
68,876
+3,895
405
$2.32M 0.01%
30,212
-5,683
406
$2.32M 0.01%
45,744
-17,492
407
$2.3M 0.01%
118,584
-634
408
$2.26M 0.01%
22,904
+1,058
409
$2.24M 0.01%
31,171
-2,371
410
$2.23M 0.01%
500,000
-169,500
411
$2.22M 0.01%
23,791
+2,988
412
$2.21M 0.01%
234,166
-13,778
413
$2.19M 0.01%
60,087
+11,665
414
$2.18M 0.01%
89,385
+404
415
$2.14M 0.01%
38,095
-2,783
416
$2.13M 0.01%
25,973
+576
417
$2.13M 0.01%
51,114
-186
418
$2.12M 0.01%
64,335
+16,819
419
$2.1M 0.01%
22,295
+2,448
420
$2.09M 0.01%
34,134
-351,564
421
$2.08M 0.01%
183,255
-30,825
422
$2.08M 0.01%
+314,673
423
$2.08M 0.01%
24,314
-215
424
$2.07M 0.01%
+22,705
425
$2.06M 0.01%
127,395
-22,364
15 16
17
18 19