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
101
$45.9M 0.15%
3,141,827
-50,824
102
$45.4M 0.15%
728,161
+17,934
103
$45.3M 0.15%
1,415,347
+10,141
104
$44.7M 0.15%
1,151,313
+199,720
105
$44M 0.15%
401,957
-4,430
106
$41.7M 0.14%
559,604
-24,326
107
$40.5M 0.14%
297,815
-140,438
108
$40.5M 0.14%
890,244
+343,169
109
$39.3M 0.13%
520,101
+241,427
110
$38.6M 0.13%
244,596
+5,324
111
$38.5M 0.13%
135,885
+321
112
$38.4M 0.13%
+1,329,444
113
$37.8M 0.13%
311,260
-27,772
114
$37.1M 0.12%
2,566,298
-278,012
115
$36.5M 0.12%
920,007
+173,982
116
$36.1M 0.12%
211,198
+120,460
117
$36M 0.12%
787,126
+268,354
118
$35.9M 0.12%
2,644,684
-7,426
119
$35.9M 0.12%
634,613
-2,737
120
$35.5M 0.12%
733,014
+17,185
121
$35.5M 0.12%
1,970,818
-113,076
122
$34.7M 0.12%
205,874
+4,005
123
$34.4M 0.12%
388,272
+112,232
124
$33.9M 0.11%
770,970
+13,360
125
$32.8M 0.11%
1,006,204
+386,161