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
526
$1.01M ﹤0.01%
98,139
-19,191
527
$1M ﹤0.01%
33,773
-154,180
528
$999K ﹤0.01%
54,947
+4,085
529
$995K ﹤0.01%
21,441
+4
530
$995K ﹤0.01%
139,005
-20,000
531
$982K ﹤0.01%
+26,399
532
$970K ﹤0.01%
43,304
-2,447
533
$957K ﹤0.01%
+2,750
534
$953K ﹤0.01%
27,756
+20
535
$945K ﹤0.01%
13,369
-3,760
536
$944K ﹤0.01%
2,848
+6
537
$937K ﹤0.01%
47,636
-342
538
$931K ﹤0.01%
19,612
-2,722
539
$925K ﹤0.01%
253,554
-11,296
540
$925K ﹤0.01%
18,000
-160
541
$923K ﹤0.01%
8,249
-459,885
542
$904K ﹤0.01%
12,144
-6,682
543
$898K ﹤0.01%
7,642
+38
544
$887K ﹤0.01%
32,515
-27,920
545
$886K ﹤0.01%
168,786
-15,645
546
$877K ﹤0.01%
33,938
+3,584
547
$863K ﹤0.01%
85,222
+7,244
548
$860K ﹤0.01%
29,776
+3,890
549
$854K ﹤0.01%
16,169
-3,762
550
$850K ﹤0.01%
26,903
-163
20 21
22
23 24