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
826
$138 ﹤0.01%
10,000
827
$115 ﹤0.01%
10,769
828
$110 ﹤0.01%
10,564
829
$108 ﹤0.01%
12,685
-8,991
830
$103 ﹤0.01%
60,000
831
$86 ﹤0.01%
+18,562
832
$85 ﹤0.01%
+20,775
833
$82 ﹤0.01%
+2,031
834
$73 ﹤0.01%
813
835
$57 ﹤0.01%
47,050
-900
836
$57 ﹤0.01%
30,000
837
$57 ﹤0.01%
10,100
838
$52 ﹤0.01%
2,759
839
$48 ﹤0.01%
30,107
-57
840
$45 ﹤0.01%
40,425
+20,000
841
$41 ﹤0.01%
11,268
+133
842
$36 ﹤0.01%
10,000
843
$30 ﹤0.01%
+655
844
$30 ﹤0.01%
11,845
-500
845
– –
0
846
$28 ﹤0.01%
3,942
+994
847
$21 ﹤0.01%
20,000
+5,000
848
$20 ﹤0.01%
203
849
$19 ﹤0.01%
+14,620
850
$18 ﹤0.01%
+11,000
32 33
34
35 36