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
126
$32.5M 0.11%
106,251
+1,883
127
$32.4M 0.11%
4,057,100
-95,250
128
$32M 0.11%
229,277
-4,661
129
$31.4M 0.11%
+300,786
130
$31.3M 0.11%
746,712
-104,499
131
$31M 0.1%
183,816
-2,625
132
$30.8M 0.1%
179,343
-42,575
133
$30.6M 0.1%
6,077,727
+30,537
134
$30.5M 0.1%
899,067
-9,986
135
$30.3M 0.1%
280,479
-6,013
136
$29.9M 0.1%
149,258
+1,665
137
$29.7M 0.1%
222,631
+878
138
$29M 0.1%
187,283
-169
139
$29M 0.1%
2,149,209
-159,758
140
$28.6M 0.1%
121,866
+2,458
141
$28.4M 0.1%
328,323
-123,734
142
$28.3M 0.1%
1,599,830
-18,594
143
$27.9M 0.09%
67,383
+11,232
144
$27.5M 0.09%
62,882
+1,216
145
$27.1M 0.09%
120,906
+938
146
$26.7M 0.09%
1,510,440
-265,536
147
$26.3M 0.09%
411,246
-5,660
148
$26M 0.09%
194,730
+3,216
149
$26M 0.09%
477,327
+163,060
150
$25.9M 0.09%
1,337,048
-33,294