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
451
$1.62M 0.01%
42,576
+3,086
452
$1.61M 0.01%
81,092
-39,408
453
$1.56M 0.01%
42,079
+1,014
454
$1.55M 0.01%
+36,030
455
$1.55M 0.01%
38,421
+17,339
456
$1.54M 0.01%
69,085
-3,158
457
$1.53M 0.01%
18,098
-264
458
$1.52M 0.01%
55,648
+17,072
459
$1.52M 0.01%
41,640
-11,056
460
$1.51M 0.01%
49,683
+9,284
461
$1.5M 0.01%
541,787
+518,696
462
$1.49M 0.01%
23,054
-618
463
$1.47M 0.01%
30,213
+127
464
$1.46M ﹤0.01%
74,739
-4,355
465
$1.42M ﹤0.01%
23,695
+38
466
$1.42M ﹤0.01%
22,771
-2,448
467
$1.41M ﹤0.01%
80,679
-7,216
468
$1.41M ﹤0.01%
36,027
+27
469
$1.4M ﹤0.01%
40,973
-1,807
470
$1.39M ﹤0.01%
11,363
+1,169
471
$1.39M ﹤0.01%
24,465
-626
472
$1.38M ﹤0.01%
5,344
-6,409
473
$1.37M ﹤0.01%
4,277
-4,791
474
$1.36M ﹤0.01%
494,406
-114,558
475
$1.36M ﹤0.01%
33,869
+1,480
17 18
19
20 21