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
601
$1.17M ﹤0.01%
14,223
+8,470
602
$1.14M ﹤0.01%
49,427
+2,174
603
$1.12M ﹤0.01%
21,870
+479
604
$1.12M ﹤0.01%
11,783
+53
605
$1.12M ﹤0.01%
30,030
-1,498
606
$1.12M ﹤0.01%
4,316
-796
607
$1.12M ﹤0.01%
18,889
+2
608
$1.12M ﹤0.01%
8,632
+173
609
$1.11M ﹤0.01%
90,990
+930
610
$1.11M ﹤0.01%
57,886
+13,028
611
$1.1M ﹤0.01%
119,108
+8,038
612
$1.09M ﹤0.01%
11,770
-891
613
$1.08M ﹤0.01%
144,166
614
$1.08M ﹤0.01%
9,443
-5,975
615
$1.07M ﹤0.01%
+22,832
616
$1.07M ﹤0.01%
17,910
617
$1.07M ﹤0.01%
13,663
-9,974
618
$1.07M ﹤0.01%
38,212
-9,234
619
$1.05M ﹤0.01%
9,533
+268
620
$1.05M ﹤0.01%
6,888
-1,500
621
$1.05M ﹤0.01%
+145,529
622
$1.03M ﹤0.01%
49,836
-2,236
623
$1.03M ﹤0.01%
29,315
-1,275
624
$1.03M ﹤0.01%
21,517
+1,254
625
$1.03M ﹤0.01%
7,459
+4,163
23 24
25
26 27