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
701
$749K ﹤0.01%
8,527
702
$748K ﹤0.01%
4,771
-127
703
$746K ﹤0.01%
40,360
+5,572
704
$745K ﹤0.01%
6,468
-39,693
705
$745K ﹤0.01%
10,887
+2,768
706
$743K ﹤0.01%
2,609
707
$742K ﹤0.01%
5,044
+2,340
708
$739K ﹤0.01%
2,367
-502
709
$738K ﹤0.01%
20,027
710
$734K ﹤0.01%
19,570
-1,380
711
$734K ﹤0.01%
3,771
+219
712
$728K ﹤0.01%
9,055
+102
713
$721K ﹤0.01%
16,579
-13
714
$720K ﹤0.01%
8,214
+19
715
$718K ﹤0.01%
8,866
+2,906
716
$718K ﹤0.01%
201
717
$716K ﹤0.01%
5,017
+696
718
$714K ﹤0.01%
+5,668
719
$710K ﹤0.01%
+13,510
720
$705K ﹤0.01%
12,885
+5,919
721
$705K ﹤0.01%
9,463
+1,958
722
$704K ﹤0.01%
11,655
+317
723
$703K ﹤0.01%
9,402
-1,426
724
$701K ﹤0.01%
2,710
+11
725
$701K ﹤0.01%
2,563
+96
27 28
29
30 31