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
151
$25.6M 0.09%
970,616
-193,090
152
$25.3M 0.08%
411,676
-9,262
153
$25.2M 0.08%
245,986
+2,280
154
$25M 0.08%
1,318,391
+726,808
155
$24.8M 0.08%
50,076
+322
156
$24.7M 0.08%
200,377
+4,596
157
$24.5M 0.08%
448,317
+54,038
158
$24.4M 0.08%
162,707
-4,863
159
$24M 0.08%
1,150,499
-45,732
160
$23.7M 0.08%
805,272
-126,349
161
$23.3M 0.08%
480,546
+27,230
162
$23.1M 0.08%
498,222
+158,469
163
$23.1M 0.08%
1,370,005
+162
164
$23.1M 0.08%
77,199
-2,750
165
$22.5M 0.08%
325,135
-711,526
166
$22.4M 0.08%
141,564
-988
167
$22.3M 0.07%
254,452
-154
168
$22.1M 0.07%
94,523
+1,171
169
$22M 0.07%
103,413
-59
170
$21.8M 0.07%
209,851
-30,653
171
$21.6M 0.07%
94,044
-1,748
172
$21.3M 0.07%
420,280
+5,360
173
$21.2M 0.07%
146,238
+2,263
174
$21.1M 0.07%
192,993
-6,231
175
$21.1M 0.07%
257,708
+4,100
5 6
7
8 9