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
676
$824K ﹤0.01%
13,823
+1,869
677
$822K ﹤0.01%
7,659
+871
678
$817K ﹤0.01%
36,204
-5,008
679
$817K ﹤0.01%
+14,001
680
$811K ﹤0.01%
8,020
-367
681
$811K ﹤0.01%
21,336
-620
682
$810K ﹤0.01%
7,042
+1,388
683
$809K ﹤0.01%
50,788
-2,020
684
$809K ﹤0.01%
26,876
-11,531
685
$807K ﹤0.01%
14,559
-28,595
686
$806K ﹤0.01%
9,158
+3,753
687
$804K ﹤0.01%
27,529
+2,261
688
$804K ﹤0.01%
10,395
-34
689
$798K ﹤0.01%
7,729
690
$797K ﹤0.01%
10,348
+4,534
691
$782K ﹤0.01%
7,900
-500
692
$776K ﹤0.01%
4,995
+341
693
$776K ﹤0.01%
+12,395
694
$770K ﹤0.01%
9,475
+1,128
695
$769K ﹤0.01%
19,894
+1,818
696
$767K ﹤0.01%
6,871
+2,910
697
$767K ﹤0.01%
14,949
-49,978
698
$766K ﹤0.01%
6,549
-15
699
$760K ﹤0.01%
7,918
+16
700
$750K ﹤0.01%
53,000
26 27
28
29 30