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
126
$81.2M 0.17%
213,868
+3,184
127
$78.6M 0.17%
752,570
+52,441
128
$78.1M 0.17%
2,000,500
+144,014
129
$77M 0.16%
524,035
-26,523
130
$75.7M 0.16%
462,553
+3,352
131
$75.5M 0.16%
1,078,601
-22,278
132
$73.3M 0.16%
116,187
-31,035
133
$73.1M 0.15%
268,247
-1,152
134
$73M 0.15%
601,565
+3,905
135
$72.4M 0.15%
1,400,186
+793,136
136
$71.6M 0.15%
248,502
-1,077
137
$70.3M 0.15%
152,600
-394
138
$67.5M 0.14%
460,789
+20,096
139
$66.7M 0.14%
94,386
+57,883
140
$66.1M 0.14%
993,151
-119,139
141
$63.2M 0.13%
625,605
+140,561
142
$62.4M 0.13%
1,859,842
+42,530
143
$61.5M 0.13%
659,084
-207,976
144
$60.5M 0.13%
104,247
-18,840
145
$59.8M 0.13%
432,444
-8,812
146
$59.3M 0.13%
2,773,976
-129,933
147
$59.1M 0.13%
287,596
+1,249
148
$58.7M 0.12%
14,148,083
+4,139,669
149
$58.2M 0.12%
621,424
+767
150
$57.5M 0.12%
632,644
+185,045
4 5
6
7 8