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
901
$332K ﹤0.01%
1,508
+216
902
$331K ﹤0.01%
2,720
-118
903
$330K ﹤0.01%
8,916
-294
904
$328K ﹤0.01%
1,800
-150
905
$323K ﹤0.01%
94,400
-22,222
906
$322K ﹤0.01%
10,205
-230
907
$321K ﹤0.01%
5,614
+1,140
908
$320K ﹤0.01%
7,370
-4,525
909
$318K ﹤0.01%
10,413
910
$318K ﹤0.01%
3,602
-1,529
911
$317K ﹤0.01%
5,105
912
$311K ﹤0.01%
2,868
+5
913
$311K ﹤0.01%
13,236
+417
914
$309K ﹤0.01%
4,902
-71
915
$309K ﹤0.01%
3,041
-400
916
$309K ﹤0.01%
+5,991
917
$309K ﹤0.01%
7,493
+135
918
$309K ﹤0.01%
1,834
+75
919
$309K ﹤0.01%
7,673
-1,405
920
$307K ﹤0.01%
5,412
+1,190
921
$306K ﹤0.01%
3,631
-222
922
$306K ﹤0.01%
+2,236
923
$305K ﹤0.01%
439
924
$305K ﹤0.01%
855
925
$305K ﹤0.01%
2,928
-301
35 36
37
38 39