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
751
$608K ﹤0.01%
5,083
-315
752
$607K ﹤0.01%
6,974
-1,139
753
$606K ﹤0.01%
4,492
754
$605K ﹤0.01%
28,615
+1,835
755
$604K ﹤0.01%
35,524
756
$601K ﹤0.01%
2,965
+335
757
$601K ﹤0.01%
25,200
758
$589K ﹤0.01%
23,264
759
$587K ﹤0.01%
7,643
-1,088
760
$582K ﹤0.01%
5,378
+134
761
$579K ﹤0.01%
4,750
762
$578K ﹤0.01%
2,918
-105
763
$576K ﹤0.01%
19,348
+1,278
764
$576K ﹤0.01%
2,616
+17
765
$572K ﹤0.01%
6,004
+81
766
$572K ﹤0.01%
+3,458
767
$563K ﹤0.01%
6,102
-2,988
768
$562K ﹤0.01%
5,718
769
$561K ﹤0.01%
12,834
-665
770
$559K ﹤0.01%
8,300
-2
771
$559K ﹤0.01%
24,500
772
$553K ﹤0.01%
2,686
-186
773
$553K ﹤0.01%
5,956
774
$552K ﹤0.01%
5,417
+17
775
$550K ﹤0.01%
10,161
29 30
31
32 33