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
1101
$85.9K ﹤0.01%
17,850
1102
$82.9K ﹤0.01%
17,554
1103
$82.6K ﹤0.01%
+12,500
1104
$81.6K ﹤0.01%
56,307
-10,000
1105
$79.6K ﹤0.01%
12,400
1106
$72.3K ﹤0.01%
11,325
-9,100
1107
$50.9K ﹤0.01%
1,088
-38
1108
$50.7K ﹤0.01%
14,837
-4,500
1109
$49.9K ﹤0.01%
3,333
1110
$42.5K ﹤0.01%
10,500
+400
1111
$42.3K ﹤0.01%
11,845
+155
1112
$41.9K ﹤0.01%
540
-110,237
1113
$37.7K ﹤0.01%
1,500
1114
$36.8K ﹤0.01%
18,389
1115
$29.1K ﹤0.01%
20,085
+8,675
1116
$28.4K ﹤0.01%
10,546
1117
$28.1K ﹤0.01%
10,031
1118
$24.1K ﹤0.01%
655
1119
$22.4K ﹤0.01%
178
1120
$20.9K ﹤0.01%
20,000
1121
$20.9K ﹤0.01%
10,000
1122
$18.3K ﹤0.01%
12,500
1123
$13.4K ﹤0.01%
307
-7,076
1124
$12K ﹤0.01%
400
1125
$9.52K ﹤0.01%
10,000
43 44
45
46 47