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
426
$1.43M 0.01%
32,489
-1,318
427
$1.43M 0.01%
31,901
+8,120
428
$1.42M 0.01%
21,180
+689
429
$1.42M 0.01%
56,855
-23,695
430
$1.38M 0.01%
14,820
-263
431
$1.38M 0.01%
17,586
-3,893
432
$1.37M 0.01%
12,960
-746
433
$1.36M 0.01%
12,328
-1,018
434
$1.35M 0.01%
34,536
-3,873
435
$1.33M 0.01%
26,606
+7,254
436
$1.31M 0.01%
25,692
-2,939
437
$1.3M 0.01%
+10,508
438
$1.29M 0.01%
40,131
+4,851
439
$1.29M 0.01%
27,798
-754
440
$1.22M 0.01%
74,600
+59,551
441
$1.2M 0.01%
33,493
+13,902
442
$1.19M 0.01%
68,935
-105
443
$1.19M 0.01%
17,616
+125
444
$1.17M 0.01%
24,457
+3,711
445
$1.14M 0.01%
48,837
+952
446
$1.14M 0.01%
+20,912
447
$1.13M 0.01%
37,691
-3,672
448
$1.13M 0.01%
10,990
+105
449
$1.11M 0.01%
14,482
+946
450
$1.1M 0.01%
62,299
+4,241
16 17
18
19 20