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
1076
$199K ﹤0.01%
13,566
1077
$194K ﹤0.01%
11,992
+20
1078
$192K ﹤0.01%
172,649
+50,000
1079
$191K ﹤0.01%
17,598
-685
1080
$187K ﹤0.01%
12,404
-5,000
1081
$184K ﹤0.01%
11,847
-1,113
1082
$183K ﹤0.01%
18,698
-8,355
1083
$178K ﹤0.01%
25,599
+976
1084
$167K ﹤0.01%
+18,280
1085
$161K ﹤0.01%
+18,846
1086
$158K ﹤0.01%
42,000
1087
$157K ﹤0.01%
+10,904
1088
$147K ﹤0.01%
+13,351
1089
$146K ﹤0.01%
26,000
1090
$142K ﹤0.01%
12,762
1091
$133K ﹤0.01%
29,463
+6,473
1092
$130K ﹤0.01%
11,790
1093
$123K ﹤0.01%
+11,061
1094
$122K ﹤0.01%
15,822
+98
1095
$116K ﹤0.01%
70,000
+10,000
1096
$111K ﹤0.01%
690,079
-15,000
1097
$105K ﹤0.01%
15,000
1098
$101K ﹤0.01%
50,000
1099
$90.3K ﹤0.01%
47,541
+8,889
1100
$87.3K ﹤0.01%
1,075
-3
42 43
44
45 46