CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$1.48B 4.96%
7,661,272
-22,524
2
$1.18B 3.97%
11,732,489
-71,611
3
$780M 2.62%
11,646,369
-750,344
4
$754M 2.53%
1,544,520
+52,161
5
$730M 2.45%
3,830,723
+103,497
6
$679M 2.28%
8,493,405
-22,011
7
$559M 1.88%
7,779,213
+184,614
8
$496M 1.67%
1,849,035
+57,682
9
$490M 1.65%
2,437,036
+99,435
10
$475M 1.6%
8,437,070
+332,843
11
$471M 1.58%
2,474,751
-2,185
12
$470M 1.58%
4,930,215
+180,880
13
$451M 1.51%
5,562,039
-156,391
14
$417M 1.4%
10,768,408
-45,532
15
$402M 1.35%
8,942,260
+206,128
16
$390M 1.31%
2,920,399
+99,682
17
$383M 1.29%
2,702,640
+3,604
18
$378M 1.27%
1,744,085
+77,129
19
$357M 1.2%
2,139,939
+50,960
20
$354M 1.19%
701,997
+31,233
21
$349M 1.17%
1,128,820
-120,808
22
$338M 1.13%
1,050,927
+31,209
23
$336M 1.13%
1,916,137
-66
24
$336M 1.13%
3,373,560
+13,734
25
$326M 1.09%
1,414,376
+9,923
1
2 3 4 5