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
501
$2.2M ﹤0.01%
12,305
-4,733
502
$2.19M ﹤0.01%
18,024
+1,259
503
$2.18M ﹤0.01%
71,691
-1,486,842
504
$2.16M ﹤0.01%
82,559
-4,940
505
$2.12M ﹤0.01%
100,322
-11,128
506
$2.1M ﹤0.01%
16,046
-804
507
$2.09M ﹤0.01%
2,376
+3
508
$2.08M ﹤0.01%
62,344
+20,742
509
$2.08M ﹤0.01%
16,797
-889
510
$2.07M ﹤0.01%
8,503
+113
511
$2.07M ﹤0.01%
57,716
+12,826
512
$2.06M ﹤0.01%
179,315
-12,634
513
$2.05M ﹤0.01%
11,771
+152
514
$2.01M ﹤0.01%
18,045
-162
515
$1.99M ﹤0.01%
+73,925
516
$1.98M ﹤0.01%
13,900
+66
517
$1.96M ﹤0.01%
6,325
+532
518
$1.94M ﹤0.01%
33,807
-1,795
519
$1.94M ﹤0.01%
23,689
+6
520
$1.94M ﹤0.01%
23,251
+19,127
521
$1.92M ﹤0.01%
14,104
-1,493
522
$1.91M ﹤0.01%
114,495
523
$1.89M ﹤0.01%
23,847
-417
524
$1.88M ﹤0.01%
11,523
-182
525
$1.88M ﹤0.01%
39,815
19 20
21
22 23