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
301
$12.1M 0.03%
1,187,185
-45,695
302
$11.8M 0.02%
81,491
-21,744
303
$11.8M 0.02%
375,100
-275,061
304
$11.5M 0.02%
93,943
+16,103
305
$11.4M 0.02%
241,575
-322,569
306
$11.3M 0.02%
148,277
-1,280
307
$10.8M 0.02%
44,557
+5,660
308
$10.6M 0.02%
575,791
+65,376
309
$10.6M 0.02%
206,405
-8,052
310
$10.5M 0.02%
55,459
+4,585
311
$10.4M 0.02%
143,197
-117,489
312
$10.3M 0.02%
436,487
+23,428
313
$10.2M 0.02%
135,005
-48,579
314
$10.1M 0.02%
12,248
-24
315
$10.1M 0.02%
261,970
+1,600
316
$10M 0.02%
499,837
+8,266
317
$9.95M 0.02%
97,724
+3,007
318
$9.81M 0.02%
243,167
-179
319
$9.58M 0.02%
39,973
+1,169
320
$9.45M 0.02%
202,718
-15,040
321
$9.44M 0.02%
137,949
+144
322
$9.31M 0.02%
165,856
-5,549
323
$9.28M 0.02%
510,362
324
$9.21M 0.02%
131,279
+2,804
325
$9.11M 0.02%
36,729
-27
11 12
13
14 15