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
101
$115M 0.24%
2,129,945
+419,884
102
$115M 0.24%
438,340
+70,783
103
$112M 0.24%
717,254
+3,938
104
$111M 0.24%
3,028,327
+574,737
105
$110M 0.23%
314,626
+39,701
106
$110M 0.23%
645,639
-24,185
107
$104M 0.22%
936,130
+266,550
108
$103M 0.22%
165,486
+41,681
109
$101M 0.21%
3,779,900
-45,105
110
$101M 0.21%
1,198,681
-232,303
111
$101M 0.21%
1,158,478
-32,975
112
$99.3M 0.21%
1,396,213
-12,917
113
$98.3M 0.21%
129,941
+16,643
114
$97.7M 0.21%
1,252,136
+487,419
115
$97.5M 0.21%
473,820
-1,046
116
$97.2M 0.21%
175,098
-1,296
117
$96.4M 0.2%
405,124
+160,616
118
$95.8M 0.2%
375,080
-2,814
119
$93.7M 0.2%
1,072,575
-159,683
120
$92.7M 0.2%
629,168
+51,194
121
$92.3M 0.2%
2,679,566
+362,821
122
$91.8M 0.19%
1,218,607
+21,214
123
$90.3M 0.19%
200,079
-1,046
124
$89.7M 0.19%
2,045,138
-6,635
125
$82.3M 0.17%
2,857,704
-453,242