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
276
$5.7M 0.04%
55,086
+14,271
277
$5.56M 0.03%
78,549
+21,372
278
$5.55M 0.03%
148,855
+6,269
279
$5.47M 0.03%
46,010
-2,024
280
$5.42M 0.03%
317,784
+1,687
281
$5.38M 0.03%
154,106
+34
282
$5.28M 0.03%
132,475
+5,609
283
$5.21M 0.03%
225,006
+92,392
284
$5.17M 0.03%
98,957
+2,168
285
$5.1M 0.03%
214,353
-30,400
286
$5.09M 0.03%
25,677
+287
287
$4.96M 0.03%
48,977
+6,852
288
$4.94M 0.03%
174,718
+159,684
289
$4.94M 0.03%
110,046
-378
290
$4.88M 0.03%
55,227
-12,444
291
$4.87M 0.03%
139,384
+17,600
292
$4.83M 0.03%
51,474
+504
293
$4.82M 0.03%
477,389
+267,041
294
$4.55M 0.03%
45,440
-484
295
$4.54M 0.03%
54,566
-5,749
296
$4.51M 0.03%
48,527
-2,139
297
$4.45M 0.03%
27,428
+1,657
298
$4.44M 0.03%
3,727
-72
299
$4.37M 0.03%
1,209,680
+39,680
300
$4.33M 0.03%
87,661
10 11
12
13 14