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
$47.2B
AUM Growth
+$4.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$383M
2
+$199M
3
+$174M
4
ZTS icon
Zoetis
ZTS
+$157M
5
CME icon
CME Group
CME
+$77.7M

Top Sells

1
+$138M
2
+$105M
3
+$95.4M
4
DHR icon
Danaher
DHR
+$82.5M
5
TJX icon
TJX Companies
TJX
+$78.1M

Sector Composition

1 Technology 25.57%
2 Healthcare 13.4%
3 Financials 12.98%
4 Consumer Discretionary 9.07%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30.6M 0.06%
378,390
+219,092
227
$29.4M 0.06%
263,839
+1,747
228
$28.7M 0.06%
452,656
+111,522
229
$28.2M 0.06%
667,633
-257,522
230
$28M 0.06%
201,247
-327,350
231
$27.7M 0.06%
413,302
+12,197
232
$27.6M 0.06%
139,365
+2,660
233
$27.5M 0.06%
166,685
-506
234
$26.8M 0.06%
483,855
+8,585
235
$26.8M 0.06%
432,321
+5,791
236
$26.3M 0.06%
242,269
-925
237
$26.1M 0.06%
108,126
+15,767
238
$26.1M 0.06%
117,725
+116,167
239
$25.4M 0.05%
171,666
+2,153
240
$25.3M 0.05%
331,248
+327,884
241
$24.8M 0.05%
157,977
-102
242
$24.4M 0.05%
59,172
+485
243
$24.4M 0.05%
232,479
-5,535
244
$23.9M 0.05%
96,175
+1
245
$23.9M 0.05%
218,565
-15,779
246
$23.7M 0.05%
1,039,405
-13,087
247
$23.3M 0.05%
260,090
-799
248
$23.3M 0.05%
425,408
-12,792
249
$23.3M 0.05%
385,761
+2,946
250
$22.6M 0.05%
717,870
-774,832
8 9
10
11 12