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
676
$313K ﹤0.01%
18,707
-18,700
677
$311K ﹤0.01%
+5,300
678
$309K ﹤0.01%
+6,547
679
$309K ﹤0.01%
8,219
680
$305K ﹤0.01%
19,000
681
$304K ﹤0.01%
4,495
682
$299K ﹤0.01%
9,185
-1,100
683
$299K ﹤0.01%
53,200
684
$294K ﹤0.01%
3,934
685
$293K ﹤0.01%
20,130
+48
686
$292K ﹤0.01%
20,734
+1,400
687
$292K ﹤0.01%
+4,887
688
$290K ﹤0.01%
+5,000
689
$290K ﹤0.01%
+4,850
690
$288K ﹤0.01%
12,032
691
$287K ﹤0.01%
4,922
692
$287K ﹤0.01%
4,421
-140
693
$282K ﹤0.01%
+11,446
694
$282K ﹤0.01%
+4,710
695
$281K ﹤0.01%
23,455
+60
696
$280K ﹤0.01%
10,000
-4,998
697
$277K ﹤0.01%
22,705
+2,005
698
$277K ﹤0.01%
6,152
-226
699
$276K ﹤0.01%
9,087
-5,075
700
$275K ﹤0.01%
3,597
+336
26 27
28
29 30