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
851
$398K ﹤0.01%
2,271
852
$398K ﹤0.01%
889
853
$396K ﹤0.01%
10,718
+1,669
854
$396K ﹤0.01%
6,017
-931
855
$394K ﹤0.01%
10,750
-1,815
856
$393K ﹤0.01%
7,590
857
$393K ﹤0.01%
+7,758
858
$390K ﹤0.01%
10,279
859
$385K ﹤0.01%
3,258
+602
860
$385K ﹤0.01%
8,842
861
$385K ﹤0.01%
4,972
+1,150
862
$384K ﹤0.01%
3,018
+15
863
$381K ﹤0.01%
4,100
864
$378K ﹤0.01%
14,808
+4,214
865
$377K ﹤0.01%
+12,980
866
$377K ﹤0.01%
7,183
+1,033
867
$376K ﹤0.01%
6,994
+1,313
868
$376K ﹤0.01%
21,073
+272
869
$374K ﹤0.01%
+3,750
870
$373K ﹤0.01%
17,563
+2,500
871
$372K ﹤0.01%
10,175
-10,509
872
$371K ﹤0.01%
17,155
-7,599
873
$371K ﹤0.01%
3,087
-250
874
$371K ﹤0.01%
5,163
-2
875
$368K ﹤0.01%
+3,642
33 34
35
36 37