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
451
$3.05M 0.01%
40,381
+5,008
452
$3.05M 0.01%
52,597
-1,150
453
$3.05M 0.01%
36,336
+19,255
454
$3.04M 0.01%
5,942
+1,583
455
$3.02M 0.01%
131,676
+22,327
456
$3.02M 0.01%
199,470
+17,659
457
$3.02M 0.01%
5,861
+105
458
$3M 0.01%
13,212
-6,100
459
$2.97M 0.01%
39,619
-60
460
$2.93M 0.01%
11,294
+354
461
$2.9M 0.01%
98,738
+5,666
462
$2.9M 0.01%
59,849
+595
463
$2.9M 0.01%
14,135
+4,263
464
$2.8M 0.01%
12,819
+317
465
$2.79M 0.01%
53,688
+10,799
466
$2.78M 0.01%
7,389
+2,737
467
$2.77M 0.01%
39,430
+6,146
468
$2.77M 0.01%
35,590
-37,789
469
$2.75M 0.01%
24,486
-311
470
$2.74M 0.01%
14,616
-509,529
471
$2.71M 0.01%
25,538
+2,474
472
$2.7M 0.01%
+13,773
473
$2.68M 0.01%
20,299
-262,241
474
$2.68M 0.01%
32,384
+2,087
475
$2.68M 0.01%
11,901
+702
17 18
19
20 21