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
76
$174M 0.37%
3,172,309
+187,656
77
$171M 0.36%
3,734,400
-11,550
78
$165M 0.35%
347,539
+135,642
79
$160M 0.34%
452,606
-9,167
80
$158M 0.34%
2,299,355
-142,007
81
$155M 0.33%
1,034,763
-76,119
82
$150M 0.32%
444,902
+812
83
$149M 0.32%
478,572
-1,213
84
$148M 0.31%
3,612,133
-106,708
85
$146M 0.31%
2,950,348
+17,690
86
$146M 0.31%
2,079,141
-379,177
87
$146M 0.31%
3,042,693
+141,692
88
$145M 0.31%
92,020
+920
89
$141M 0.3%
3,935,068
-1,478,260
90
$140M 0.3%
508,259
-7,490
91
$138M 0.29%
1,150,714
+91,067
92
$133M 0.28%
2,858,682
+1,359,302
93
$133M 0.28%
371,803
+9,754
94
$130M 0.28%
839,227
+115
95
$129M 0.27%
2,144,116
-216,114
96
$125M 0.26%
1,146,245
+35,684
97
$124M 0.26%
590,957
-11,291
98
$121M 0.26%
119,783
-121
99
$119M 0.25%
148,220
-1,257
100
$118M 0.25%
585,500
+31,202
2 3
4
5 6