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
251
$21.2M 0.04%
1,176,796
-98,790
252
$21M 0.04%
70,145
+1,268
253
$20.4M 0.04%
123,816
-12,358
254
$20.2M 0.04%
182,139
-2,399
255
$19.2M 0.04%
49,271
-429
256
$19.2M 0.04%
176,760
+2,432
257
$18.6M 0.04%
1,460,081
+76,030
258
$17.5M 0.04%
348,301
-4,092
259
$17.1M 0.04%
39,078
+14,915
260
$17M 0.04%
146,337
+4,795
261
$16.8M 0.04%
267,092
-2,001
262
$16.8M 0.04%
254,301
-194,494
263
$16.4M 0.03%
880,142
-1,423,664
264
$16.4M 0.03%
408,058
-12,463
265
$16.3M 0.03%
195,397
+3,292
266
$16.3M 0.03%
335,030
-75,660
267
$16.3M 0.03%
98,857
+370
268
$16.1M 0.03%
148,977
+1,346
269
$16.1M 0.03%
208,108
-20,490
270
$16M 0.03%
35,410
-4,180
271
$15.6M 0.03%
39,012
-626
272
$15.5M 0.03%
527,049
+7,357
273
$15.4M 0.03%
200,641
274
$15.4M 0.03%
63,047
-295
275
$15.1M 0.03%
84,273
+2,505
9 10
11
12 13