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
551
$846K ﹤0.01%
19,770
-1,275
552
$815K ﹤0.01%
12,099
+150
553
$813K ﹤0.01%
12,369
554
$811K ﹤0.01%
52,361
+3,130
555
$808K ﹤0.01%
14,742
556
$807K ﹤0.01%
10,178
557
$804K ﹤0.01%
19,718
-24,451
558
$800K ﹤0.01%
21,154
-559
559
$783K ﹤0.01%
+1,408
560
$783K ﹤0.01%
26,613
-68
561
$775K ﹤0.01%
13,218
+1,495
562
$754K ﹤0.01%
13,606
-28,101
563
$750K ﹤0.01%
11,498
-239
564
$728K ﹤0.01%
12,400
565
$718K ﹤0.01%
258,397
566
$718K ﹤0.01%
17,090
+20
567
$716K ﹤0.01%
48,132
+14,685
568
$707K ﹤0.01%
34,100
+6,288
569
$702K ﹤0.01%
27,092
570
$700K ﹤0.01%
243,292
-34,292
571
$696K ﹤0.01%
2,805
-119
572
$693K ﹤0.01%
+12,265
573
$687K ﹤0.01%
14,336
+3,860
574
$682K ﹤0.01%
11,487
-240,364
575
$681K ﹤0.01%
16,614
-3,062
21 22
23
24 25