CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$358M
2
+$182M
3
+$159M
4
ZTS icon
Zoetis
ZTS
+$141M
5
TM icon
Toyota
TM
+$135M

Top Sells

1
+$123M
2
+$98.7M
3
+$88.9M
4
PFE icon
Pfizer
PFE
+$76.3M
5
DHR icon
Danaher
DHR
+$75.9M

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
1126
$9.52K ﹤0.01%
521
1127
$7.96K ﹤0.01%
+4
1128
$6.03K ﹤0.01%
14,620
1129
$5.73K ﹤0.01%
503
1130
$5.38K ﹤0.01%
50,000
1131
$4.95K ﹤0.01%
813
1132
$3.54K ﹤0.01%
333
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1133
– –
0
1134
– –
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1135
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-1,027
1136
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-20,000
1137
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1138
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1139
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1140
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1142
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-10,422
1143
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1144
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1145
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1146
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1147
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1148
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1149
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1150
– –
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44 45
46
47 48