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
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
+12
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
790
$519K ﹤0.01%
13,255
+2,666
791
$519K ﹤0.01%
221,024
792
$519K ﹤0.01%
3,487
+900
793
$519K ﹤0.01%
12,271
-510
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