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
26
$320M 1.07%
1,387,637
+54,233
27
$319M 1.07%
4,549,627
+142,725
28
$313M 1.05%
1,007,148
+485,618
29
$301M 1.01%
1,728,291
+29,971
30
$294M 0.99%
1,777,167
+61,909
31
$283M 0.95%
7,114,823
-106,284
32
$278M 0.93%
4,270,327
+833,810
33
$269M 0.9%
4,291,297
+218,135
34
$268M 0.9%
1,729,957
+74,762
35
$266M 0.89%
1,777,762
+56,619
36
$261M 0.88%
3,535,363
+146,726
37
$257M 0.86%
1,107,162
+42,193
38
$252M 0.85%
5,923,547
-118,601
39
$243M 0.82%
676,818
-4,673
40
$237M 0.8%
1,135,238
+43,619
41
$237M 0.8%
5,718,539
+73,644
42
$233M 0.78%
1,866,057
+47,224
43
$233M 0.78%
2,266,811
-9,569
44
$228M 0.77%
828,795
-8,009
45
$228M 0.77%
2,436,829
+83,188
46
$225M 0.76%
1,844,678
-185,600
47
$224M 0.75%
2,057,580
+25,436
48
$223M 0.75%
987,736
+24,889
49
$217M 0.73%
11,804,615
-338,803
50
$208M 0.7%
312,210
+5,971
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