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
726
$207K ﹤0.01%
+14,240
727
$206K ﹤0.01%
+3,554
728
$205K ﹤0.01%
+24,960
729
$205K ﹤0.01%
50,000
-17,100
730
$203K ﹤0.01%
+12,000
731
$203K ﹤0.01%
+6,040
732
$202K ﹤0.01%
3,026
-620
733
$200K ﹤0.01%
+20,000
734
$58.6K ﹤0.01%
223,905
-3,921
735
$37.8K ﹤0.01%
106,834
+53,709
736
$34.2K ﹤0.01%
1,488,367
+353,008
737
$16.3K ﹤0.01%
75,345
+74,075
738
$12.5K ﹤0.01%
44,847
-1,482
739
$8.65K ﹤0.01%
153,705
-12,090
740
$4.72K ﹤0.01%
24,479
+16
741
$4.04K ﹤0.01%
12,540
-1,307
742
$3.67K ﹤0.01%
10,332
-1,054
743
$3.42K ﹤0.01%
36,484
-351
744
$3.33K ﹤0.01%
50,788
745
$3.33K ﹤0.01%
43,639
746
$3.27K ﹤0.01%
28,843
-4,856
747
$2.98K ﹤0.01%
24,925
+3,846
748
$2.84K ﹤0.01%
22,648
+120
749
$2.71K ﹤0.01%
36,860
750
$2.42K ﹤0.01%
+69,684
28 29
30
31 32