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
176
$45.1M 0.1%
295,407
+6,251
177
$44.6M 0.09%
162,702
-6,078
178
$44.4M 0.09%
269,341
+2,962
179
$44.2M 0.09%
229,828
-8,988
180
$44.2M 0.09%
502,774
-22,370
181
$43.8M 0.09%
1,090,001
-38,530
182
$43.5M 0.09%
166,246
+5,477
183
$42.4M 0.09%
129,044
+1,822
184
$42.4M 0.09%
402,314
+23,662
185
$41.7M 0.09%
580,148
-23,177
186
$41.7M 0.09%
124,595
-101,092
187
$41.6M 0.09%
1,583,239
-40,402
188
$41.5M 0.09%
398,900
+11,199
189
$40.9M 0.09%
188,432
+2,371
190
$40.8M 0.09%
217,905
+12,439
191
$40M 0.08%
179,653
+9,583
192
$39.9M 0.08%
2,104,865
+592,530
193
$39.8M 0.08%
29,696,591
+17,814,615
194
$39.5M 0.08%
314,338
+11,094
195
$39.2M 0.08%
1,361,297
-2,522,877
196
$38.1M 0.08%
645,932
-8,146
197
$37.8M 0.08%
104,297
-28,766
198
$37.8M 0.08%
65,894
-407
199
$37.7M 0.08%
414,957
+94,874
200
$37.5M 0.08%
883,885
-26,400
6 7
8
9 10