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
$15.9B
AUM Growth
+$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$356M
2
+$60.5M
3
+$44.7M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$31.8M
5
DHR icon
Danaher
DHR
+$31.6M

Top Sells

1
+$446M
2
+$87.3M
3
+$77.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$45.4M
5
M icon
Macy's
M
+$42M

Sector Composition

1 Energy 20.15%
2 Technology 15.26%
3 Healthcare 13.79%
4 Financials 11.79%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.06M 0.06%
75,158
+16,821
227
$9.01M 0.06%
72,081
+2,610
228
$9M 0.06%
204,343
+10,088
229
$8.85M 0.06%
55,388
+2,795
230
$8.6M 0.05%
563,627
+2,163
231
$8.32M 0.05%
70,819
-15,178
232
$8.3M 0.05%
+86,700
233
$8.29M 0.05%
102,744
+18,124
234
$8.06M 0.05%
104,817
+928
235
$8.06M 0.05%
252,624
-12,957
236
$8.04M 0.05%
128,377
+5,247
237
$8M 0.05%
317,451
+68,498
238
$7.91M 0.05%
85,296
-6,016
239
$7.71M 0.05%
96,836
+1,819
240
$7.67M 0.05%
672,523
+147,923
241
$7.64M 0.05%
199,967
+182,871
242
$7.55M 0.05%
56,767
-3,848
243
$7.4M 0.05%
80,851
+2,939
244
$7.26M 0.05%
53,594
+13,908
245
$7.24M 0.05%
426,953
-174,516
246
$7.23M 0.05%
253,908
+47,194
247
$7.17M 0.05%
661,705
+26,200
248
$7.12M 0.04%
132,731
-2,982
249
$7.1M 0.04%
51,612
-18,640
250
$7.09M 0.04%
134,634
-60,776
8 9
10
11 12