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
726
$699K ﹤0.01%
22,136
727
$698K ﹤0.01%
3,992
+34
728
$697K ﹤0.01%
8,994
-151
729
$695K ﹤0.01%
+13,808
730
$694K ﹤0.01%
+12,255
731
$689K ﹤0.01%
5,386
+435
732
$676K ﹤0.01%
+3,284
733
$667K ﹤0.01%
+65,092
734
$665K ﹤0.01%
25,918
-360
735
$661K ﹤0.01%
2,913
+410
736
$658K ﹤0.01%
8,859
-925
737
$655K ﹤0.01%
45,242
738
$655K ﹤0.01%
65,785
+1,498
739
$651K ﹤0.01%
3,017
+427
740
$644K ﹤0.01%
+8,222
741
$638K ﹤0.01%
19,561
+7
742
$632K ﹤0.01%
4,089
-1,999
743
$632K ﹤0.01%
5,670
+90
744
$623K ﹤0.01%
5,658
745
$620K ﹤0.01%
5,515
+2,269
746
$616K ﹤0.01%
8,600
747
$612K ﹤0.01%
2,619
748
$611K ﹤0.01%
1,282
-64
749
$611K ﹤0.01%
14,855
750
$611K ﹤0.01%
8,154
-65
28 29
30
31 32