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
276
$14.6M 0.03%
229,770
+10,095
277
$14.5M 0.03%
186,974
+162,716
278
$14.4M 0.03%
398,999
-34,779
279
$14.2M 0.03%
195,318
+3,264
280
$14.1M 0.03%
361,941
-3,589
281
$14M 0.03%
113,864
-1,190
282
$14M 0.03%
+43,287
283
$13.9M 0.03%
143,288
-2,492
284
$13.8M 0.03%
175,027
+6,412
285
$13.8M 0.03%
81,055
-1,271
286
$13.7M 0.03%
71,529
-1,710
287
$13.7M 0.03%
406,033
+8,158
288
$13.6M 0.03%
535,620
-8,961
289
$13.6M 0.03%
82,604
-33
290
$13.6M 0.03%
25
291
$13.3M 0.03%
45,077
+1,521
292
$13.1M 0.03%
42,178
+10,408
293
$13.1M 0.03%
255,695
+250,743
294
$12.8M 0.03%
97,946
-325
295
$12.7M 0.03%
218,133
-231,004
296
$12.6M 0.03%
48,486
-376
297
$12.4M 0.03%
159,398
+1,242
298
$12.4M 0.03%
71,261
-71,459
299
$12.3M 0.03%
751,886
+104,138
300
$12.3M 0.03%
90,260
-1,013,834
10 11
12
13 14