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
401
$1.78M 0.01%
33,263
-3,360
402
$1.77M 0.01%
+14,590
403
$1.75M 0.01%
173,363
-14,699
404
$1.7M 0.01%
25,988
+725
405
$1.69M 0.01%
21,192
-2,563
406
$1.67M 0.01%
+20,742
407
$1.66M 0.01%
38,647
-767
408
$1.66M 0.01%
117,040
+29,250
409
$1.65M 0.01%
27,142
+68
410
$1.65M 0.01%
99,559
+500
411
$1.63M 0.01%
+28,249
412
$1.62M 0.01%
28,380
-2,019
413
$1.61M 0.01%
16,040
+477
414
$1.6M 0.01%
41,030
415
$1.59M 0.01%
26,345
+1,256
416
$1.59M 0.01%
25,591
+406
417
$1.56M 0.01%
27,527
-400
418
$1.56M 0.01%
+15,094
419
$1.53M 0.01%
28,502
+7,436
420
$1.5M 0.01%
13,948
421
$1.48M 0.01%
31,333
+2,700
422
$1.47M 0.01%
17,541
-696
423
$1.47M 0.01%
121,610
+31,355
424
$1.44M 0.01%
+78,350
425
$1.44M 0.01%
58,380
-174
15 16
17
18 19