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
351
$7.02M 0.01%
122,189
-5,845
352
$7M 0.01%
+231,389
353
$6.99M 0.01%
224,118
+46,856
354
$6.65M 0.01%
88,571
-8,827
355
$6.62M 0.01%
375,510
-1,340
356
$6.61M 0.01%
204,110
-3,088
357
$6.53M 0.01%
63,166
-851
358
$6.49M 0.01%
631,975
+700
359
$6.45M 0.01%
81,566
+24,001
360
$6.42M 0.01%
52,742
+6
361
$6.38M 0.01%
78,550
-112,770
362
$6.23M 0.01%
29,205
-965
363
$6.16M 0.01%
22,756
+5,244
364
$6.15M 0.01%
99,726
+6,133
365
$6.15M 0.01%
900,000
-563,843
366
$6.12M 0.01%
537,916
-163,879
367
$6.02M 0.01%
176,400
-3,830
368
$5.9M 0.01%
21,559
+1,833
369
$5.86M 0.01%
112,591
-1,721
370
$5.75M 0.01%
50,316
-1,893
371
$5.74M 0.01%
13,720
-154
372
$5.66M 0.01%
13,220
+609
373
$5.5M 0.01%
148,935
-9,774
374
$5.47M 0.01%
22,696
+3,284
375
$5.44M 0.01%
21,584
+39
13 14
15
16 17