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
801
$498K ﹤0.01%
3,640
-121
802
$497K ﹤0.01%
9,535
803
$497K ﹤0.01%
9,000
804
$491K ﹤0.01%
6,614
+980
805
$486K ﹤0.01%
2,958
+678
806
$484K ﹤0.01%
14,036
+687
807
$483K ﹤0.01%
9,504
-254
808
$483K ﹤0.01%
4,654
+697
809
$481K ﹤0.01%
17,133
810
$480K ﹤0.01%
1,328
-128
811
$478K ﹤0.01%
17,282
+148
812
$476K ﹤0.01%
4,025
-5,490
813
$476K ﹤0.01%
+12,842
814
$474K ﹤0.01%
3,499
-23,320
815
$474K ﹤0.01%
+2,163
816
$468K ﹤0.01%
2,244
817
$467K ﹤0.01%
5,813
+337
818
$463K ﹤0.01%
24,622
-2,931
819
$456K ﹤0.01%
11,930
820
$454K ﹤0.01%
8,243
821
$452K ﹤0.01%
5,560
822
$452K ﹤0.01%
4,291
-582
823
$451K ﹤0.01%
3,571
-974
824
$450K ﹤0.01%
3,866
+1
825
$450K ﹤0.01%
12,528
-2,800
31 32
33
34 35