CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$2.63B 5.58%
7,004,149
-198,012
2
$2.07B 4.39%
10,767,500
-132,731
3
$1.73B 3.66%
11,377,266
+83,611
4
$1.1B 2.32%
7,847,190
-350,390
5
$950M 2.01%
3,650,712
-24,127
6
$852M 1.8%
4,203,838
+24,032
7
$761M 1.61%
1,445,933
-33,954
8
$727M 1.54%
5,554,119
-390,086
9
$709M 1.5%
10,424,914
+889,178
10
$679M 1.44%
4,820,795
-439,324
11
$678M 1.44%
1,957,351
+37,663
12
$610M 1.29%
1,383,911
-28,152
13
$560M 1.19%
11,313,590
+7,728,980
14
$551M 1.17%
1,010,150
-16,283
15
$547M 1.16%
3,215,505
-49,214
16
$546M 1.16%
4,962,011
-40,531
17
$537M 1.14%
2,321,711
-356,482
18
$487M 1.03%
8,012,720
-420,356
19
$477M 1.01%
2,272,960
-58,158
20
$450M 0.95%
1,709,368
-282,906
21
$445M 0.94%
8,800,759
-125,088
22
$438M 0.93%
751,276
-147
23
$431M 0.91%
863,265
-15,824
24
$426M 0.9%
1,037,578
-23,654
25
$421M 0.89%
1,713,523
-27,160
1
2 3 4 5