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
151
$57.4M 0.12%
462,702
+453,917
152
$56M 0.12%
21,649
+277
153
$55.3M 0.12%
244,642
+4,403
154
$54.9M 0.12%
549,549
+3,608
155
$54.9M 0.12%
+667,132
156
$54.4M 0.12%
161,025
+50,636
157
$54.2M 0.11%
1,556,748
-40,552
158
$53.1M 0.11%
3,506,932
-154,167
159
$51.6M 0.11%
1,461,391
+46,297
160
$51.3M 0.11%
1,047,244
+202,846
161
$50.6M 0.11%
942,001
+420,550
162
$50.4M 0.11%
198,569
-1,163
163
$50.2M 0.11%
88,752
+1,198
164
$50.1M 0.11%
346,973
+3,780
165
$49.8M 0.11%
934,796
+742,409
166
$49.5M 0.1%
175,154
+30,216
167
$49.1M 0.1%
1,141,130
+8,960
168
$47.9M 0.1%
1,638,010
+465
169
$47.6M 0.1%
200,828
+11,644
170
$47.6M 0.1%
97,162
+203
171
$46.8M 0.1%
121,410
-127,986
172
$46.2M 0.1%
458,160
+435,722
173
$45.9M 0.1%
873,048
+37,086
174
$45.7M 0.1%
111,639
+20,100
175
$45.4M 0.1%
201,529
+2,178