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
326
$3.32M 0.02%
12,927
+2,480
327
$3.22M 0.02%
24,273
-105
328
$3.21M 0.02%
51,201
+24,501
329
$3.18M 0.02%
39,225
330
$3.12M 0.02%
110,381
+16,400
331
$3.12M 0.02%
40,053
-4,452
332
$3.05M 0.02%
57,307
-1,687
333
$3.03M 0.02%
50,605
+8,692
334
$3.02M 0.02%
16,747
-2,027
335
$3M 0.02%
67,516
-400
336
$2.91M 0.02%
+135,632
337
$2.9M 0.02%
67,217
-7,677
338
$2.9M 0.02%
+20,555
339
$2.88M 0.02%
34,854
-782
340
$2.88M 0.02%
44,384
-915
341
$2.79M 0.02%
83,500
+13,895
342
$2.78M 0.02%
17,234
+1,135
343
$2.76M 0.02%
146,780
+810
344
$2.76M 0.02%
52,739
+2,794
345
$2.76M 0.02%
88,466
+16,205
346
$2.75M 0.02%
21,704
+1,573
347
$2.74M 0.02%
195,706
-5,953
348
$2.73M 0.02%
21,950
-2,417
349
$2.69M 0.02%
42,132
-106
350
$2.67M 0.02%
130,575
+23,618
12 13
14
15 16