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
201
$37.5M 0.08%
484,303
+6,132
202
$37.4M 0.08%
175,343
+2,500
203
$37.1M 0.08%
643,676
+11,261
204
$36.8M 0.08%
1,565,773
205
$36.7M 0.08%
382,057
+17,640
206
$35.8M 0.08%
912,364
+460,174
207
$34.7M 0.07%
146,654
+262
208
$34.5M 0.07%
216,617
+2,948
209
$33.7M 0.07%
544,678
-91,455
210
$33.6M 0.07%
364,599
+4,033
211
$33.5M 0.07%
115,090
+135
212
$33.5M 0.07%
224,353
+3,995
213
$33.5M 0.07%
309,276
+12,067
214
$33.2M 0.07%
173,701
-429
215
$33.1M 0.07%
1,045,722
+295,162
216
$32.8M 0.07%
251,693
+7,492
217
$32.7M 0.07%
410,057
-3,114
218
$32.3M 0.07%
70,662
-775
219
$31.8M 0.07%
699,980
+13,235
220
$31.6M 0.07%
460,203
+124,492
221
$31.5M 0.07%
54,204
+1,122
222
$31.1M 0.07%
646,187
+11,581
223
$31M 0.07%
1,412,739
224
$30.9M 0.07%
374,630
-122,634
225
$30.7M 0.07%
198,126
+5,163
7 8
9
10 11