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
501
$1.2M ﹤0.01%
4,113
-394
502
$1.19M ﹤0.01%
43,210
+964
503
$1.19M ﹤0.01%
41,212
504
$1.16M ﹤0.01%
15,949
-2
505
$1.16M ﹤0.01%
16,765
+2,940
506
$1.14M ﹤0.01%
19,692
-7,249
507
$1.13M ﹤0.01%
27,208
-1,306
508
$1.12M ﹤0.01%
28,230
509
$1.12M ﹤0.01%
105,421
-33,662
510
$1.11M ﹤0.01%
60,686
-6,437
511
$1.11M ﹤0.01%
38,274
-5,843
512
$1.1M ﹤0.01%
145,000
513
$1.1M ﹤0.01%
5,677
-1
514
$1.09M ﹤0.01%
12,630
+7,584
515
$1.08M ﹤0.01%
11,684
-2,671
516
$1.08M ﹤0.01%
12,354
-2,145
517
$1.07M ﹤0.01%
5,424
518
$1.06M ﹤0.01%
29,911
+3,125
519
$1.06M ﹤0.01%
17,678
-158
520
$1.06M ﹤0.01%
22,379
-2,991
521
$1.03M ﹤0.01%
17,475
-929
522
$1.03M ﹤0.01%
14,933
-3,955
523
$1.02M ﹤0.01%
33,613
-3,307
524
$1.02M ﹤0.01%
63,410
-10,651
525
$1.01M ﹤0.01%
11,191
-1,673
19 20
21
22 23