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
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
-3
1133
– –
0
1134
– –
-10,199
1135
– –
-782
1136
– –
-8,874
1137
– –
-5,933
1138
– –
-260,660
1139
– –
-105,394
1140
– –
-11,225
1141
– –
-11,756
1142
– –
-19,781
1143
– –
-10,610
1144
– –
-16,312
1145
– –
-12,900
1146
– –
-402,041
1147
– –
-25,000
1148
– –
-17,168
1149
– –
-54,000
1150
– –
-10,815
44 45
46
47 48