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
476
$2.66M 0.01%
6,510
-341
477
$2.66M 0.01%
40,868
+3,103
478
$2.65M 0.01%
21,746
479
$2.65M 0.01%
67,738
-745
480
$2.64M 0.01%
140,502
+49,533
481
$2.63M 0.01%
86,269
-2,203
482
$2.6M 0.01%
42,476
+2,567
483
$2.59M 0.01%
8,853
-71
484
$2.57M 0.01%
7,799
+911
485
$2.54M 0.01%
10,637
-159
486
$2.54M 0.01%
10,496
+367
487
$2.53M 0.01%
11,772
+108
488
$2.49M 0.01%
28,242
+2,066
489
$2.4M 0.01%
16,864
-1,316
490
$2.39M 0.01%
59,046
+448
491
$2.38M 0.01%
1,990
+20
492
$2.36M 0.01%
9,408
+2,239
493
$2.33M ﹤0.01%
4,979
+244
494
$2.29M ﹤0.01%
50,009
+6,285
495
$2.28M ﹤0.01%
12,764
+43
496
$2.27M ﹤0.01%
148,735
+55,649
497
$2.26M ﹤0.01%
45,527
+1,345
498
$2.24M ﹤0.01%
29,187
-1,754
499
$2.21M ﹤0.01%
9,724
+3,046
500
$2.21M ﹤0.01%
62,394
+4,059
18 19
20
21 22