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
76
$89.3M 0.3%
1,677,584
+617,129
77
$86M 0.29%
1,330,470
+377,210
78
$80.8M 0.27%
564,387
-178,640
79
$71.7M 0.24%
902,126
+70,964
80
$70.5M 0.24%
6,034,361
-772,120
81
$68.8M 0.23%
1,299,049
+517,837
82
$67.2M 0.23%
565,094
-5,218
83
$66.9M 0.22%
2,059,155
+9,345
84
$66.1M 0.22%
267,624
-2,919
85
$65M 0.22%
26,678
+452
86
$62.7M 0.21%
775,659
-24,579
87
$61.4M 0.21%
748,027
-49,935
88
$61M 0.21%
236,577
+7,622
89
$60.3M 0.2%
2,245,321
-693,562
90
$59.6M 0.2%
1,261,259
+284,840
91
$58.8M 0.2%
227,856
-24,207
92
$58.6M 0.2%
1,715,548
+42,296
93
$57.3M 0.19%
1,073,998
-21,328
94
$56.8M 0.19%
357,227
+8,901
95
$55.8M 0.19%
1,583,994
+919,167
96
$53.8M 0.18%
1,180,919
+40,184
97
$53.7M 0.18%
452,524
-6,578
98
$52.4M 0.18%
838,662
+7,688
99
$52.4M 0.18%
1,294,983
-3,788
100
$47.9M 0.16%
156,709
+2,662