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
26
$418M 0.88%
2,459,923
+353,332
27
$417M 0.88%
699,791
-91,324
28
$394M 0.84%
1,872,774
+368,864
29
$363M 0.77%
2,262,166
-53,916
30
$361M 0.76%
1,605,075
-56,357
31
$356M 0.75%
1,649,785
-60,155
32
$341M 0.72%
642,901
-18,252
33
$332M 0.7%
2,588,529
-60,325
34
$319M 0.68%
1,606,650
-35,972
35
$318M 0.67%
745,105
+27,304
36
$317M 0.67%
1,942,887
+24,910
37
$316M 0.67%
2,184,774
-50,544
38
$306M 0.65%
464,166
-74,168
39
$299M 0.63%
2,248,492
-55,152
40
$295M 0.62%
675,290
+56,075
41
$294M 0.62%
3,287,939
-92,037
42
$293M 0.62%
2,195,712
-13,936
43
$289M 0.61%
3,431,702
-1,246,982
44
$288M 0.61%
3,068,296
-832,805
45
$286M 0.61%
1,448,665
+797,884
46
$286M 0.61%
1,938,308
-121,922
47
$280M 0.59%
1,990,375
-55,444
48
$274M 0.58%
1,833,717
-43,171
49
$273M 0.58%
10,369,906
-445,326
50
$273M 0.58%
1,173,303
+65,612
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