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
426
$2.06M 0.01%
145,166
-12,015
427
$2.03M 0.01%
62,790
+1,477
428
$2.02M 0.01%
46,066
-15,959
429
$2.01M 0.01%
78,570
+10,926
430
$1.96M 0.01%
144,166
431
$1.94M 0.01%
17,621
-5,986
432
$1.93M 0.01%
60,576
-2,002
433
$1.91M 0.01%
9,809
-80
434
$1.89M 0.01%
82,885
-13,779
435
$1.89M 0.01%
17,721
-6,415
436
$1.87M 0.01%
17,371
-869
437
$1.85M 0.01%
19,633
-1,606
438
$1.84M 0.01%
87,743
-611
439
$1.82M 0.01%
36,279
+21,133
440
$1.82M 0.01%
960,847
-14,619
441
$1.79M 0.01%
14,022
442
$1.76M 0.01%
275,896
-10,383
443
$1.75M 0.01%
35,602
-5,446
444
$1.74M 0.01%
36,453
+223
445
$1.74M 0.01%
95,437
-5,000
446
$1.71M 0.01%
83,809
-111,702
447
$1.67M 0.01%
50,720
-1,842
448
$1.66M 0.01%
95,269
-1,256
449
$1.65M 0.01%
38,124
-938
450
$1.63M 0.01%
3,199
-87
16 17
18
19 20