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
1026
$227K ﹤0.01%
12,260
+2,123
1027
$227K ﹤0.01%
3,232
+6
1028
$225K ﹤0.01%
+684
1029
$224K ﹤0.01%
+2,352
1030
$223K ﹤0.01%
7,610
1031
$223K ﹤0.01%
+3,924
1032
$223K ﹤0.01%
166,171
1033
$222K ﹤0.01%
+7,725
1034
$222K ﹤0.01%
4,687
-468
1035
$222K ﹤0.01%
+3,056
1036
$222K ﹤0.01%
+2,000
1037
$220K ﹤0.01%
+6,000
1038
$218K ﹤0.01%
4,044
1039
$218K ﹤0.01%
2,339
1040
$218K ﹤0.01%
10,884
1041
$217K ﹤0.01%
3,257
-27
1042
$217K ﹤0.01%
5,765
-165
1043
$216K ﹤0.01%
2,100
1044
$216K ﹤0.01%
9,370
1045
$214K ﹤0.01%
12,000
1046
$213K ﹤0.01%
2,818
+50
1047
$213K ﹤0.01%
+6,627
1048
$213K ﹤0.01%
+2,334
1049
$213K ﹤0.01%
+2,217
1050
$212K ﹤0.01%
2,800
-279
40 41
42
43 44