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
526
$1.87M ﹤0.01%
38,798
-30,860
527
$1.84M ﹤0.01%
96,354
-289,998
528
$1.82M ﹤0.01%
97,896
-558
529
$1.8M ﹤0.01%
87,354
+31,623
530
$1.77M ﹤0.01%
13,586
+5,209
531
$1.74M ﹤0.01%
61,070
+48,070
532
$1.69M ﹤0.01%
7,014
+2,432
533
$1.69M ﹤0.01%
34,252
-1,636
534
$1.69M ﹤0.01%
20,446
+1,791
535
$1.68M ﹤0.01%
221,579
+79,208
536
$1.68M ﹤0.01%
13,407
-2,018
537
$1.67M ﹤0.01%
+71,470
538
$1.66M ﹤0.01%
26,360
+5,000
539
$1.65M ﹤0.01%
18,168
+1,655
540
$1.64M ﹤0.01%
20,327
-7
541
$1.63M ﹤0.01%
15,056
-358
542
$1.63M ﹤0.01%
71,501
+42
543
$1.63M ﹤0.01%
27,318
+16,793
544
$1.61M ﹤0.01%
29,133
+1,987
545
$1.61M ﹤0.01%
46,194
-6,508
546
$1.6M ﹤0.01%
20,518
+167
547
$1.59M ﹤0.01%
3,998
+1,725
548
$1.58M ﹤0.01%
21,364
549
$1.57M ﹤0.01%
13,747
-2,127
550
$1.56M ﹤0.01%
40,655
-2,135
20 21
22
23 24