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
1051
$212K ﹤0.01%
+5,621
1052
$212K ﹤0.01%
17,162
1053
$211K ﹤0.01%
+4,888
1054
$211K ﹤0.01%
+3,371
1055
$211K ﹤0.01%
2,122
-2,555
1056
$210K ﹤0.01%
6,299
-500
1057
$209K ﹤0.01%
+4,844
1058
$209K ﹤0.01%
1,455
-208
1059
$209K ﹤0.01%
+1,138
1060
$209K ﹤0.01%
+1,783
1061
$207K ﹤0.01%
+680
1062
$207K ﹤0.01%
9,199
-2,005
1063
$207K ﹤0.01%
+8,500
1064
$206K ﹤0.01%
+2,285
1065
$205K ﹤0.01%
+4,240
1066
$205K ﹤0.01%
20,000
1067
$205K ﹤0.01%
+13,911
1068
$205K ﹤0.01%
+6,027
1069
$205K ﹤0.01%
4,661
-1,487
1070
$204K ﹤0.01%
+2,400
1071
$201K ﹤0.01%
+2,544
1072
$201K ﹤0.01%
4,722
-1,231
1073
$200K ﹤0.01%
+3,770
1074
$200K ﹤0.01%
+3,272
1075
$199K ﹤0.01%
45,600
-1,500
41 42
43
44 45