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
426
$3.77M 0.01%
28,550
-2,133
427
$3.71M 0.01%
16,333
+356
428
$3.69M 0.01%
44,483
-204
429
$3.64M 0.01%
+19,399
430
$3.56M 0.01%
84,352
-9,676
431
$3.5M 0.01%
22,186
+3,193
432
$3.45M 0.01%
24,613
+2,668
433
$3.43M 0.01%
21,519
-338
434
$3.42M 0.01%
71,207
+46,384
435
$3.39M 0.01%
50,952
+130
436
$3.33M 0.01%
22,450
+507
437
$3.33M 0.01%
9,457
-193
438
$3.28M 0.01%
21,320
-1
439
$3.26M 0.01%
86,690
-3,364
440
$3.26M 0.01%
17,109
+65
441
$3.24M 0.01%
89,385
442
$3.17M 0.01%
21,851
-3,369
443
$3.13M 0.01%
22,945
+5,502
444
$3.12M 0.01%
96,705
445
$3.11M 0.01%
37,733
+2,831
446
$3.1M 0.01%
39,600
+550
447
$3.09M 0.01%
9,872
+262
448
$3.08M 0.01%
109,801
-10
449
$3.07M 0.01%
37,124
450
$3.05M 0.01%
17,749
-214,727