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
926
$305K ﹤0.01%
+6,169
927
$304K ﹤0.01%
18,017
+3,063
928
$304K ﹤0.01%
+1,737
929
$302K ﹤0.01%
3,782
+25
930
$302K ﹤0.01%
2,532
-162
931
$301K ﹤0.01%
1,684
+40
932
$300K ﹤0.01%
983
-74
933
$299K ﹤0.01%
2,474
-2,001
934
$298K ﹤0.01%
3,911
+207
935
$298K ﹤0.01%
2,108
-170
936
$297K ﹤0.01%
2,535
+712
937
$297K ﹤0.01%
+5,942
938
$296K ﹤0.01%
1,245
-72
939
$296K ﹤0.01%
6,062
+1,499
940
$296K ﹤0.01%
7,530
+565
941
$295K ﹤0.01%
9,191
+365
942
$294K ﹤0.01%
1,928
+10
943
$293K ﹤0.01%
2,813
944
$292K ﹤0.01%
3,950
+29
945
$290K ﹤0.01%
+8,589
946
$290K ﹤0.01%
1,514
947
$289K ﹤0.01%
14,469
+4,120
948
$288K ﹤0.01%
22,665
+9,505
949
$288K ﹤0.01%
4,448
-829
950
$288K ﹤0.01%
6,606
-873
36 37
38
39 40