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
376
$2.12M 0.01%
118,300
377
$2.08M 0.01%
38,191
-180
378
$2.05M 0.01%
24,305
-9,700
379
$2.05M 0.01%
71,423
+43
380
$2.05M 0.01%
58,680
+2,110
381
$2.03M 0.01%
15,547
+168
382
$2M 0.01%
13,359
+10
383
$1.99M 0.01%
64,777
+11,873
384
$1.99M 0.01%
+12,036
385
$1.98M 0.01%
33,277
-26,388
386
$1.98M 0.01%
80,118
+2,212
387
$1.97M 0.01%
50,860
+227
388
$1.96M 0.01%
40,870
+2,259
389
$1.95M 0.01%
21,172
-1,250
390
$1.93M 0.01%
70,279
391
$1.91M 0.01%
49,875
392
$1.89M 0.01%
25,802
+371
393
$1.87M 0.01%
30,079
+78
394
$1.86M 0.01%
16,429
-1,133
395
$1.83M 0.01%
+13,336
396
$1.82M 0.01%
+18,107
397
$1.81M 0.01%
17,257
-24
398
$1.79M 0.01%
43,288
+853
399
$1.79M 0.01%
39,700
-549
400
$1.78M 0.01%
52,108
+1,804
14 15
16
17 18