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
651
$395K ﹤0.01%
5,825
-450
652
$393K ﹤0.01%
+2,150
653
$390K ﹤0.01%
6,004
-8,495
654
$389K ﹤0.01%
+6,510
655
$388K ﹤0.01%
5,733
+1,620
656
$384K ﹤0.01%
6,428
-292
657
$376K ﹤0.01%
11,500
-1,445
658
$370K ﹤0.01%
6,185
+9
659
$366K ﹤0.01%
6,124
660
$361K ﹤0.01%
2,846
-1
661
$357K ﹤0.01%
4,742
-2,700
662
$353K ﹤0.01%
1,934
663
$352K ﹤0.01%
5,886
-161
664
$348K ﹤0.01%
2,597
-2,327
665
$338K ﹤0.01%
10,296
-1,998
666
$337K ﹤0.01%
17,978
+279
667
$336K ﹤0.01%
7,647
-2,334
668
$334K ﹤0.01%
13,740
669
$333K ﹤0.01%
5,562
670
$328K ﹤0.01%
13,510
-9,851
671
$323K ﹤0.01%
8,159
672
$323K ﹤0.01%
5,400
+250
673
$317K ﹤0.01%
5,435
674
$314K ﹤0.01%
+39,323
675
$314K ﹤0.01%
1,595
25 26
27
28 29