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
51
$263M 0.56%
3,446,758
+2,286,119
52
$261M 0.55%
2,248,127
-56,349
53
$259M 0.55%
1,118,738
-47,429
54
$257M 0.54%
8,063,563
-673,990
55
$254M 0.54%
2,816,408
-290,198
56
$254M 0.54%
1,487,400
+14,887
57
$252M 0.53%
11,723,982
+128,215
58
$249M 0.53%
1,166,174
+174,710
59
$244M 0.52%
816,076
-1,391
60
$235M 0.5%
289,299
-7,762
61
$235M 0.5%
791,639
+670,261
62
$234M 0.5%
2,592,390
-79,429
63
$228M 0.48%
3,153,067
-70,229
64
$226M 0.48%
1,898,392
-4,424
65
$222M 0.47%
5,140,046
-426,949
66
$220M 0.47%
945,897
-13,923
67
$206M 0.44%
431,121
-528
68
$201M 0.43%
663,651
+50,249
69
$200M 0.42%
1,292,971
-61,499
70
$199M 0.42%
421,899
-9,042
71
$197M 0.42%
695,932
+6,331
72
$190M 0.4%
13,742,444
+429,639
73
$189M 0.4%
7,434,116
+175,050
74
$180M 0.38%
2,320,692
+92,176
75
$174M 0.37%
1,157,732
-96
1 2
3
4 5