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
651
$915K ﹤0.01%
4,095
+311
652
$914K ﹤0.01%
14,772
+8,015
653
$914K ﹤0.01%
22,337
-82
654
$905K ﹤0.01%
22,080
+495
655
$902K ﹤0.01%
4,955
+693
656
$899K ﹤0.01%
6,805
-298
657
$898K ﹤0.01%
63,629
-29,799
658
$887K ﹤0.01%
13,579
-3,723
659
$879K ﹤0.01%
21,676
-37
660
$877K ﹤0.01%
8,746
+317
661
$875K ﹤0.01%
3,270
+12
662
$870K ﹤0.01%
19,208
+5,004
663
$864K ﹤0.01%
14,003
-85,932
664
$860K ﹤0.01%
2,431
+65
665
$857K ﹤0.01%
42,625
-327
666
$857K ﹤0.01%
14,823
-12,854
667
$855K ﹤0.01%
+16,758
668
$854K ﹤0.01%
4,423
-1,439
669
$852K ﹤0.01%
8,448
-82
670
$845K ﹤0.01%
5,779
-1,097
671
$838K ﹤0.01%
47,763
+2,645
672
$835K ﹤0.01%
8,223
-297,263
673
$834K ﹤0.01%
10,155
-1,851
674
$832K ﹤0.01%
12,400
675
$832K ﹤0.01%
58,045
+2,730
25 26
27
28 29