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
626
$457K ﹤0.01%
10,740
627
$456K ﹤0.01%
41,725
-2
628
$456K ﹤0.01%
+10,085
629
$452K ﹤0.01%
7,057
630
$451K ﹤0.01%
7,541
+1
631
$450K ﹤0.01%
59,890
632
$449K ﹤0.01%
18,390
633
$449K ﹤0.01%
1,906
-10
634
$444K ﹤0.01%
7,429
-70
635
$443K ﹤0.01%
+6,541
636
$442K ﹤0.01%
5,344
637
$440K ﹤0.01%
7,358
-225
638
$430K ﹤0.01%
21,936
+1,500
639
$420K ﹤0.01%
5,635
-50
640
$419K ﹤0.01%
5,404
+96
641
$417K ﹤0.01%
+13,550
642
$416K ﹤0.01%
12,756
+44
643
$414K ﹤0.01%
+10,521
644
$414K ﹤0.01%
7,041
645
$410K ﹤0.01%
9,000
646
$401K ﹤0.01%
25,087
-131,064
647
$401K ﹤0.01%
6,700
648
$400K ﹤0.01%
15,448
+1,865
649
$398K ﹤0.01%
6,651
-50
650
$395K ﹤0.01%
6,441
24 25
26
27 28