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
626
$1.02M ﹤0.01%
12,050
+621
627
$1.02M ﹤0.01%
8,058
-1,001
628
$1.02M ﹤0.01%
32,831
+2,491
629
$1.02M ﹤0.01%
11,172
+312
630
$1.02M ﹤0.01%
10,926
-1,030
631
$1.01M ﹤0.01%
1,020,591
+990,591
632
$1M ﹤0.01%
13,712
-1,722
633
$1M ﹤0.01%
10,353
634
$1,000K ﹤0.01%
2,572
+104
635
$992K ﹤0.01%
13,874
+435
636
$988K ﹤0.01%
60,818
-20,500
637
$980K ﹤0.01%
9,509
-300
638
$974K ﹤0.01%
8,982
639
$970K ﹤0.01%
24,139
-3,428
640
$960K ﹤0.01%
+32,818
641
$960K ﹤0.01%
13,286
-635
642
$959K ﹤0.01%
3,630
+1,405
643
$959K ﹤0.01%
15,568
+6,426
644
$942K ﹤0.01%
7,418
-212
645
$938K ﹤0.01%
6,504
-14
646
$934K ﹤0.01%
178,241
647
$931K ﹤0.01%
5,354
-9
648
$929K ﹤0.01%
27,181
+1,944
649
$918K ﹤0.01%
18,405
-930
650
$915K ﹤0.01%
7,536
-724
24 25
26
27 28