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
576
$1.36M ﹤0.01%
22,292
-151
577
$1.35M ﹤0.01%
+136,753
578
$1.34M ﹤0.01%
14,447
+1,202
579
$1.33M ﹤0.01%
40,530
-376
580
$1.31M ﹤0.01%
30,817
+410
581
$1.31M ﹤0.01%
13,856
+3,447
582
$1.31M ﹤0.01%
15,056
+798
583
$1.3M ﹤0.01%
45,451
+28,152
584
$1.3M ﹤0.01%
5,644
+177
585
$1.29M ﹤0.01%
15,241
586
$1.29M ﹤0.01%
25,507
+4,138
587
$1.27M ﹤0.01%
+16,945
588
$1.25M ﹤0.01%
38,200
-7,654
589
$1.24M ﹤0.01%
12,203
+113
590
$1.24M ﹤0.01%
4,325
-142
591
$1.23M ﹤0.01%
102,598
592
$1.23M ﹤0.01%
4,134
-701
593
$1.21M ﹤0.01%
14,135
-2,224
594
$1.2M ﹤0.01%
37,224
+2,347
595
$1.2M ﹤0.01%
1,029
-343
596
$1.2M ﹤0.01%
2,942
-2,748
597
$1.19M ﹤0.01%
5,507
-274
598
$1.19M ﹤0.01%
17,562
-737
599
$1.19M ﹤0.01%
1,350,096
+270,096
600
$1.19M ﹤0.01%
979
-25
22 23
24
25 26