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
351
$2.63M 0.02%
18,047
-2,443
352
$2.63M 0.02%
23,894
-1,203
353
$2.63M 0.02%
24,459
+17
354
$2.57M 0.02%
33,077
-314
355
$2.55M 0.02%
17,893
+1,632
356
$2.51M 0.02%
83,611
+6,215
357
$2.5M 0.02%
46,405
+5,416
358
$2.5M 0.02%
28,115
-676
359
$2.49M 0.02%
+22,803
360
$2.48M 0.02%
28,913
+5,303
361
$2.47M 0.02%
56,754
-1,493
362
$2.45M 0.02%
44,770
+1,385
363
$2.44M 0.02%
141,629
364
$2.44M 0.02%
31,260
-908
365
$2.33M 0.01%
28,849
+4,775
366
$2.3M 0.01%
45,777
-3,606
367
$2.3M 0.01%
53,579
-2,290
368
$2.26M 0.01%
17,095
-514
369
$2.2M 0.01%
77,875
+3,605
370
$2.2M 0.01%
18,566
-1,801
371
$2.19M 0.01%
17,764
+4,693
372
$2.17M 0.01%
304,600
373
$2.16M 0.01%
44,098
-91
374
$2.14M 0.01%
17,134
-306
375
$2.13M 0.01%
+110,035
13 14
15
16 17