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
801
$398 ﹤0.01%
+17,100
802
$392 ﹤0.01%
15,063
-1,000
803
$387 ﹤0.01%
35,557
+1,796
804
$374 ﹤0.01%
21,336
805
$369 ﹤0.01%
+20,000
806
$355 ﹤0.01%
10,606
807
$324 ﹤0.01%
24,356
+6,916
808
$319 ﹤0.01%
+12,900
809
$318 ﹤0.01%
12,500
+560
810
$318 ﹤0.01%
+14,000
811
$309 ﹤0.01%
44,100
812
$300 ﹤0.01%
46,710
-35,648
813
$279 ﹤0.01%
10,320
-1,721
814
$276 ﹤0.01%
14,624
-600
815
$226 ﹤0.01%
16,430
-570
816
$218 ﹤0.01%
13,343
817
$212 ﹤0.01%
705,079
-25,000
818
$183 ﹤0.01%
10,884
819
$177 ﹤0.01%
42,000
820
$177 ﹤0.01%
36,002
821
$176 ﹤0.01%
+2,750
822
$173 ﹤0.01%
908
+288
823
$160 ﹤0.01%
17,334
-3,238
824
$159 ﹤0.01%
12,904
825
$140 ﹤0.01%
15,588
+23
31 32
33
34 35