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
901
-1,929
902
-3,046
903
-9,770
904
-41,872
905
-435
906
-4,010
907
-806
908
-4,324
909
-27,922
910
-11,409
911
-2,150
912
-5,272
913
-2,800
914
-10,839
915
-125,430
916
-6,036
917
-24,265
918
-10,314
919
-4,812
920
-26,000
921
-661,910
922
-4,751
923
-84,634
924
-8,525
925
-4,566