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
1001
$245K ﹤0.01%
+1,933
1002
$244K ﹤0.01%
15,812
+5,055
1003
$244K ﹤0.01%
+6,496
1004
$244K ﹤0.01%
+1,095
1005
$244K ﹤0.01%
9,032
1006
$243K ﹤0.01%
+2,485
1007
$240K ﹤0.01%
+4,321
1008
$239K ﹤0.01%
+1,335
1009
$238K ﹤0.01%
8,243
-85
1010
$238K ﹤0.01%
2,416
+57
1011
$237K ﹤0.01%
15,320
-2,086
1012
$236K ﹤0.01%
+7,135
1013
$235K ﹤0.01%
5,408
+30
1014
$235K ﹤0.01%
2,246
+74
1015
$235K ﹤0.01%
+1,760
1016
$234K ﹤0.01%
7,509
-160
1017
$234K ﹤0.01%
10,603
1018
$231K ﹤0.01%
1,429
-11
1019
$231K ﹤0.01%
+13,943
1020
$230K ﹤0.01%
+7,596
1021
$230K ﹤0.01%
+2,009
1022
$230K ﹤0.01%
+150,100
1023
$229K ﹤0.01%
3,174
-3
1024
$228K ﹤0.01%
+952
1025
$227K ﹤0.01%
5,872
-378
39 40
41
42 43