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
201
$18.1M 0.06%
240,902
+2,363
202
$18.1M 0.06%
472,306
-53,250
203
$18M 0.06%
3,733,914
+550,080
204
$18M 0.06%
111,576
+89,233
205
$17.9M 0.06%
+530,083
206
$17.5M 0.06%
474,863
+196,759
207
$17.3M 0.06%
148,210
-388
208
$17.3M 0.06%
8,642,590
-230,441
209
$17.3M 0.06%
337,403
+5,866
210
$16.9M 0.06%
1,321,903
+203,305
211
$16.8M 0.06%
426,626
+105,026
212
$16.5M 0.06%
1,206,266
+336,938
213
$16.4M 0.06%
300,443
+6,765
214
$16.1M 0.05%
684,185
-4,051
215
$15.9M 0.05%
467,343
+11,809
216
$15.6M 0.05%
117,827
-4,207
217
$15.6M 0.05%
397,788
-4,762
218
$15.5M 0.05%
435,109
-11,756
219
$15.5M 0.05%
144,070
+3,601
220
$15.4M 0.05%
911,196
+372,455
221
$15.4M 0.05%
166,077
+68,111
222
$15.3M 0.05%
101,817
-5,032
223
$14.9M 0.05%
364,979
-9,236
224
$14.9M 0.05%
435,603
-530,098
225
$14.5M 0.05%
203,399
-141,388
7 8
9
10 11