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
876
$368K ﹤0.01%
8,400
877
$368K ﹤0.01%
22,137
-60,789
878
$368K ﹤0.01%
59,584
879
$366K ﹤0.01%
+7,385
880
$365K ﹤0.01%
4,281
-91
881
$361K ﹤0.01%
4,220
+102
882
$361K ﹤0.01%
4,595
883
$360K ﹤0.01%
5,397
884
$357K ﹤0.01%
+14,074
885
$354K ﹤0.01%
6,329
-1,590
886
$351K ﹤0.01%
6,288
+400
887
$351K ﹤0.01%
12,325
+3,522
888
$351K ﹤0.01%
6,626
+120
889
$351K ﹤0.01%
+6,841
890
$349K ﹤0.01%
16,400
-5,900
891
$348K ﹤0.01%
3,321
+745
892
$348K ﹤0.01%
+16,159
893
$346K ﹤0.01%
1,339
-1,056
894
$345K ﹤0.01%
7,724
+988
895
$344K ﹤0.01%
5,623
+178
896
$342K ﹤0.01%
+5,711
897
$336K ﹤0.01%
14,700
898
$336K ﹤0.01%
3,095
-50
899
$335K ﹤0.01%
5,031
-452
900
$333K ﹤0.01%
1,282
-3
34 35
36
37 38