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
326
$8.77M 0.02%
342,776
+192,774
327
$8.74M 0.02%
78,312
-7,281
328
$8.55M 0.02%
174,213
-34,906
329
$8.54M 0.02%
527,471
+264,299
330
$8.53M 0.02%
180,792
-25,279
331
$8.48M 0.02%
2,389
+44
332
$8.42M 0.02%
43,739
+2,567
333
$8.22M 0.02%
60,396
-1,300
334
$8.18M 0.02%
52,646
+6,658
335
$8.08M 0.02%
60,680
+3,694
336
$7.97M 0.02%
80,343
+734
337
$7.96M 0.02%
31,480
+700
338
$7.94M 0.02%
15,654
-487
339
$7.94M 0.02%
533,053
+679
340
$7.93M 0.02%
129,202
-3,659
341
$7.8M 0.02%
178,532
+304
342
$7.79M 0.02%
100,627
+972
343
$7.78M 0.02%
487,600
-588,880
344
$7.69M 0.02%
223,517
-17,635
345
$7.65M 0.02%
53,736
+986
346
$7.6M 0.02%
60,851
-1,109
347
$7.49M 0.02%
79,568
+2,670
348
$7.33M 0.02%
15,153
-2,339
349
$7.23M 0.02%
30,603
+2,301
350
$7.08M 0.02%
148,072
+50,181
12 13
14
15 16