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
376
$5.42M 0.01%
27,211
-27,584
377
$5.4M 0.01%
558,686
-97,800
378
$5.33M 0.01%
153,657
+9
379
$5.3M 0.01%
721,545
-145,052
380
$5.25M 0.01%
+207,651
381
$5.23M 0.01%
343,116
-2,741,165
382
$5.23M 0.01%
57,224
+1,832
383
$5.22M 0.01%
55,501
+1,844
384
$5.2M 0.01%
245,440
+146,222
385
$5.11M 0.01%
338,288
-106,619
386
$5.09M 0.01%
879,844
387
$5.03M 0.01%
+75,469
388
$4.98M 0.01%
132,099
-4,108
389
$4.92M 0.01%
17,970
+2,701
390
$4.9M 0.01%
35,401
-2,750
391
$4.9M 0.01%
73,930
392
$4.89M 0.01%
41,684
-3,260
393
$4.79M 0.01%
83,175
-657
394
$4.78M 0.01%
31,473
-1,177
395
$4.76M 0.01%
10,270
-873
396
$4.7M 0.01%
38,869
+1,280
397
$4.65M 0.01%
+67,193
398
$4.65M 0.01%
558,174
+114,279
399
$4.61M 0.01%
78,248
+16,236
400
$4.57M 0.01%
70,151
-4,821
14 15
16
17 18