CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$358M
2
+$182M
3
+$159M
4
ZTS icon
Zoetis
ZTS
+$141M
5
TM icon
Toyota
TM
+$135M

Top Sells

1
+$123M
2
+$98.7M
3
+$88.9M
4
PFE icon
Pfizer
PFE
+$76.3M
5
DHR icon
Danaher
DHR
+$75.9M

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
776
$545K ﹤0.01%
6,683
777
$544K ﹤0.01%
10,443
-741
778
$542K ﹤0.01%
9,470
+1,480
779
$538K ﹤0.01%
17,000
780
$536K ﹤0.01%
9,134
-146
781
$536K ﹤0.01%
24,496
-130
782
$535K ﹤0.01%
10,740
783
$532K ﹤0.01%
+10,920
784
$531K ﹤0.01%
+8,278
785
$531K ﹤0.01%
21,135
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786
$528K ﹤0.01%
7,893
-598
787
$525K ﹤0.01%
9,020
788
$522K ﹤0.01%
25,485
+3,245
789
$521K ﹤0.01%
9,246
-126
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$519K ﹤0.01%
13,255
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791
$519K ﹤0.01%
221,024
792
$519K ﹤0.01%
3,487
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793
$519K ﹤0.01%
12,271
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794
$515K ﹤0.01%
6,350
795
$511K ﹤0.01%
10,121
+3,765
796
$510K ﹤0.01%
3,970
-162
797
$505K ﹤0.01%
17,491
-217
798
$504K ﹤0.01%
72
+1
799
$502K ﹤0.01%
+10,000
800
$499K ﹤0.01%
5,295
-1,528
30 31
32
33 34