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
976
$267K ﹤0.01%
9,891
-147
977
$267K ﹤0.01%
4,365
-41
978
$266K ﹤0.01%
+7,234
979
$265K ﹤0.01%
+5,288
980
$260K ﹤0.01%
9,547
-4,820
981
$260K ﹤0.01%
+15,111
982
$260K ﹤0.01%
+10,000
983
$260K ﹤0.01%
42,668
-5,852
984
$260K ﹤0.01%
15,288
-313
985
$260K ﹤0.01%
+8,770
986
$259K ﹤0.01%
3,774
987
$256K ﹤0.01%
7,255
-48,391
988
$254K ﹤0.01%
5,103
-899
989
$254K ﹤0.01%
13,179
+110
990
$253K ﹤0.01%
12,136
-5,593
991
$252K ﹤0.01%
2,705
+5
992
$251K ﹤0.01%
+5,483
993
$250K ﹤0.01%
21,010
994
$250K ﹤0.01%
18,184
+6,419
995
$250K ﹤0.01%
4,306
996
$250K ﹤0.01%
+1,148
997
$248K ﹤0.01%
14,423
-500
998
$248K ﹤0.01%
5,009
-130,187
999
$248K ﹤0.01%
+1,540
1000
$246K ﹤0.01%
7,333
+1,929
38 39
40
41 42