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
251
$7.09M 0.04%
+163,625
252
$7.03M 0.04%
133,102
+6,537
253
$6.98M 0.04%
94,638
+1,146
254
$6.94M 0.04%
155,474
-51,229
255
$6.86M 0.04%
123,747
+8,498
256
$6.83M 0.04%
+316,074
257
$6.74M 0.04%
156,793
+2,285
258
$6.55M 0.04%
63,602
+2,975
259
$6.52M 0.04%
121,369
-120
260
$6.49M 0.04%
153,996
+6,964
261
$6.45M 0.04%
142,000
-1,024
262
$6.41M 0.04%
268,467
-9,505
263
$6.39M 0.04%
54,135
-3,269
264
$6.33M 0.04%
+98,384
265
$6.23M 0.04%
+573,900
266
$6.21M 0.04%
136,681
-63,319
267
$6.18M 0.04%
151,347
+20,770
268
$6.16M 0.04%
47,740
-475
269
$6.04M 0.04%
47,527
-974
270
$5.99M 0.04%
49,270
-382
271
$5.92M 0.04%
94,828
-1,234
272
$5.9M 0.04%
400,193
+8,047
273
$5.85M 0.04%
+287,311
274
$5.84M 0.04%
+28,104
275
$5.8M 0.04%
60,073
+1,939
9 10
11
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