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
551
$1.54M ﹤0.01%
18,307
-726
552
$1.54M ﹤0.01%
16,232
+1,096
553
$1.53M ﹤0.01%
8,495
+219
554
$1.53M ﹤0.01%
11,202
-2,009
555
$1.52M ﹤0.01%
10,196
+47
556
$1.51M ﹤0.01%
6,101
+301
557
$1.51M ﹤0.01%
27,184
+2,595
558
$1.5M ﹤0.01%
69,019
+19,255
559
$1.47M ﹤0.01%
2,811
-282
560
$1.47M ﹤0.01%
26,726
+551
561
$1.46M ﹤0.01%
85,150
+2,008
562
$1.44M ﹤0.01%
16,644
-2,501
563
$1.43M ﹤0.01%
17,999
+135
564
$1.43M ﹤0.01%
25,181
+11,224
565
$1.42M ﹤0.01%
21,400
-1,133
566
$1.41M ﹤0.01%
28,308
-4,539
567
$1.41M ﹤0.01%
13,346
+9,919
568
$1.4M ﹤0.01%
13,607
-232
569
$1.39M ﹤0.01%
58,728
-1,036
570
$1.39M ﹤0.01%
27,180
571
$1.38M ﹤0.01%
16,827
-1,131
572
$1.38M ﹤0.01%
19,126
-6,321
573
$1.38M ﹤0.01%
+15,100
574
$1.36M ﹤0.01%
21,711
+55
575
$1.36M ﹤0.01%
23,629
+6,630
21 22
23
24 25