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
401
$4.53M 0.01%
55,958
-1,472
402
$4.5M 0.01%
24,578
403
$4.49M 0.01%
36,933
-617
404
$4.47M 0.01%
162,166
+758
405
$4.46M 0.01%
50,528
+6,193
406
$4.42M 0.01%
263,249
+5,882
407
$4.39M 0.01%
3,095
+9
408
$4.38M 0.01%
19,948
-257
409
$4.32M 0.01%
40,113
-142
410
$4.3M 0.01%
347,746
+209,759
411
$4.22M 0.01%
37,477
-13,223
412
$4.15M 0.01%
20,532
-1,712
413
$4.14M 0.01%
56,598
+669
414
$4.1M 0.01%
204,012
-3,146
415
$4.07M 0.01%
49,905
-122,453
416
$4.02M 0.01%
75,607
-136,964
417
$4.01M 0.01%
33,639
+797
418
$3.96M 0.01%
191,806
+26,974
419
$3.96M 0.01%
46,875
-2,985
420
$3.95M 0.01%
40,696
+475
421
$3.87M 0.01%
13,404
+670
422
$3.85M 0.01%
126,732
-408,052
423
$3.83M 0.01%
20,569
+626
424
$3.8M 0.01%
23,477
+3,809
425
$3.78M 0.01%
21,739
-365
15 16
17
18 19