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
601
$533K ﹤0.01%
25,780
602
$532K ﹤0.01%
8,574
603
$532K ﹤0.01%
17,917
-2,975
604
$531K ﹤0.01%
+10,863
605
$525K ﹤0.01%
8,931
-300
606
$519K ﹤0.01%
8,672
607
$516K ﹤0.01%
17,990
+2,945
608
$511K ﹤0.01%
11,930
609
$505K ﹤0.01%
+3,020
610
$505K ﹤0.01%
5,859
-2,118
611
$498K ﹤0.01%
17,052
-915
612
$496K ﹤0.01%
6,203
613
$491K ﹤0.01%
3,728
-5
614
$490K ﹤0.01%
5,276
+1,062
615
$488K ﹤0.01%
8,304
+2,150
616
$485K ﹤0.01%
5,621
-135,834
617
$482K ﹤0.01%
8,204
+261
618
$481K ﹤0.01%
18,010
-175
619
$478K ﹤0.01%
16,708
-1,000
620
$477K ﹤0.01%
5,088
621
$475K ﹤0.01%
47,866
+1,608
622
$471K ﹤0.01%
16,267
-6,337
623
$469K ﹤0.01%
8,083
-921
624
$469K ﹤0.01%
+6,930
625
$463K ﹤0.01%
9,180
-2,071
23 24
25
26 27