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
826
$449K ﹤0.01%
+4,465
827
$448K ﹤0.01%
6,651
+168
828
$447K ﹤0.01%
3,722
+900
829
$443K ﹤0.01%
4,125
-1,448
830
$441K ﹤0.01%
+27,670
831
$440K ﹤0.01%
4,114
-855
832
$439K ﹤0.01%
15,006
833
$437K ﹤0.01%
12,512
+15
834
$434K ﹤0.01%
1,969
835
$433K ﹤0.01%
14,314
-434
836
$432K ﹤0.01%
10,045
-38
837
$430K ﹤0.01%
4,860
838
$428K ﹤0.01%
10,351
-1,164
839
$428K ﹤0.01%
18,400
840
$425K ﹤0.01%
15,393
+1,789
841
$422K ﹤0.01%
34,626
+6,983
842
$410K ﹤0.01%
7,008
-2,146
843
$408K ﹤0.01%
2,173
-73
844
$408K ﹤0.01%
22,556
+4,125
845
$405K ﹤0.01%
6,974
+458
846
$405K ﹤0.01%
10,500
847
$405K ﹤0.01%
4,126
-1,233
848
$403K ﹤0.01%
19,123
-505,645
849
$402K ﹤0.01%
17,223
-45
850
$398K ﹤0.01%
6,177
+8
32 33
34
35 36