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
1151
-782
1152
-12,796
1153
-797
1154
-8,672
1155
-5,933
1156
-865,740
1157
-17,342
1158
-2,850
1159
-19,607
1160
-17,569
1161
-6,021
1162
-260,660
1163
-16,861
1164
-2,163
1165
-13,000
1166
-5,511
1167
-1,082
1168
-7,635
1169
-10,610
1170
-2,262
1171
-16,312
1172
-12,900
1173
-402,041
1174
-10,000
1175
-10,815