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
576
$672K ﹤0.01%
2,632
-108
577
$659K ﹤0.01%
+4,680
578
$640K ﹤0.01%
6,714
+55
579
$629K ﹤0.01%
15,520
-4,415
580
$616K ﹤0.01%
5,603
581
$616K ﹤0.01%
57,996
-18,112
582
$611K ﹤0.01%
43,578
-104
583
$611K ﹤0.01%
1,523
584
$606K ﹤0.01%
23,147
-1,500
585
$603K ﹤0.01%
7,395
-3,153
586
$600K ﹤0.01%
20,683
+294
587
$595K ﹤0.01%
44,145
+197
588
$595K ﹤0.01%
221,024
589
$594K ﹤0.01%
2,305
+1,000
590
$593K ﹤0.01%
16,293
+78
591
$593K ﹤0.01%
5,956
-3,000
592
$589K ﹤0.01%
20,657
+12,374
593
$581K ﹤0.01%
16,430
+600
594
$571K ﹤0.01%
+1,640
595
$563K ﹤0.01%
+17,490
596
$562K ﹤0.01%
2,427
+306
597
$560K ﹤0.01%
9,370
598
$549K ﹤0.01%
114,672
-15,624
599
$549K ﹤0.01%
9,453
-47,709
600
$538K ﹤0.01%
94,815
+28,113
22 23
24
25 26