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
51
$207M 0.7%
17,563,809
-602,469
52
$206M 0.69%
1,543,993
+365,477
53
$202M 0.68%
1,898,690
+11,075
54
$194M 0.65%
11,048,379
+1,139,776
55
$190M 0.64%
1,738,483
+95,435
56
$189M 0.64%
964,771
+99,172
57
$180M 0.6%
1,917,740
+64,501
58
$175M 0.59%
2,175,870
-93,970
59
$171M 0.57%
961,647
-32,901
60
$161M 0.54%
2,001,000
+939,844
61
$157M 0.53%
4,353,480
+2,052,656
62
$153M 0.52%
791,164
+427,193
63
$146M 0.49%
2,265,484
-891,762
64
$134M 0.45%
706,865
+194,900
65
$126M 0.42%
2,318,690
+532,434
66
$126M 0.42%
838,999
+59,982
67
$122M 0.41%
1,460,709
-50,060
68
$121M 0.41%
822,736
+2,063
69
$119M 0.4%
1,507,629
+130,595
70
$112M 0.38%
2,992,877
+104,118
71
$109M 0.37%
499,392
+54,625
72
$107M 0.36%
7,220,966
+316,368
73
$98.3M 0.33%
3,048,496
-611,550
74
$93.6M 0.31%
1,285,184
-108,314
75
$92.5M 0.31%
375,053
-2,088
1 2
3
4 5