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
301
$4.3M 0.03%
15,848
-39,412
302
$4.25M 0.03%
48,042
+1,810
303
$4.16M 0.03%
63,161
-59,986
304
$4.12M 0.03%
+173,506
305
$4.11M 0.03%
28,249
-11,421
306
$4.09M 0.03%
76,901
+33,200
307
$4.04M 0.03%
12,711
-875
308
$4.04M 0.03%
+600,000
309
$3.98M 0.03%
+14,331
310
$3.97M 0.02%
44,310
311
$3.94M 0.02%
23,365
+3,540
312
$3.92M 0.02%
52,424
+566
313
$3.83M 0.02%
50,113
314
$3.8M 0.02%
+12,023
315
$3.77M 0.02%
214,510
-35,490
316
$3.72M 0.02%
29,705
-170
317
$3.69M 0.02%
84,028
+16,389
318
$3.69M 0.02%
49,479
+3,760
319
$3.67M 0.02%
68,295
+11,614
320
$3.65M 0.02%
17,978
-643
321
$3.65M 0.02%
56,149
+1,089
322
$3.64M 0.02%
201,420
323
$3.63M 0.02%
93,438
+59,480
324
$3.54M 0.02%
33,445
-3,039
325
$3.44M 0.02%
87,209
+2,014
11 12
13
14 15