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
951
$288K ﹤0.01%
+3,258
952
$285K ﹤0.01%
2,868
-479
953
$285K ﹤0.01%
+10,672
954
$284K ﹤0.01%
4,429
+494
955
$283K ﹤0.01%
2,103
-217
956
$282K ﹤0.01%
14,546
+870
957
$281K ﹤0.01%
+3,224
958
$280K ﹤0.01%
5,428
+113
959
$279K ﹤0.01%
+1,452
960
$278K ﹤0.01%
13,791
-2,071
961
$277K ﹤0.01%
+1,360
962
$276K ﹤0.01%
16,296
-3,159
963
$275K ﹤0.01%
4,181
+20
964
$274K ﹤0.01%
3,834
-151
965
$274K ﹤0.01%
2,148
966
$274K ﹤0.01%
1,707
+36
967
$273K ﹤0.01%
36,003
968
$273K ﹤0.01%
4,218
-2,378
969
$271K ﹤0.01%
4,688
-6,277
970
$271K ﹤0.01%
24,759
+1,656
971
$270K ﹤0.01%
+4,171
972
$269K ﹤0.01%
7,446
-944
973
$269K ﹤0.01%
2,807
-130
974
$268K ﹤0.01%
11,724
-294
975
$268K ﹤0.01%
3,869
+176
37 38
39
40 41