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
451
$1.09M 0.01%
17,488
-905
452
$1.09M 0.01%
38,981
-188
453
$1.09M 0.01%
25,441
+1,004
454
$1.07M 0.01%
66,984
+8,720
455
$1.06M 0.01%
12,518
-546
456
$1.04M 0.01%
16,778
-7,908
457
$1.03M 0.01%
15,536
-2,874
458
$1.02M 0.01%
14,327
-3,355
459
$1.02M 0.01%
14,203
+415
460
$1.01M 0.01%
66,898
+8,120
461
$1.01M 0.01%
57,728
+11,716
462
$1M 0.01%
20,928
+2,975
463
$1M 0.01%
+33,983
464
$1M 0.01%
+21,785
465
$992K 0.01%
38,280
466
$980K 0.01%
15,681
-2,225
467
$972K 0.01%
53,460
+6,081
468
$966K 0.01%
65,988
-1,900
469
$958K 0.01%
17,325
-1,456
470
$949K 0.01%
10,740
-26
471
$949K 0.01%
13,502
+1,933
472
$949K 0.01%
84,000
473
$947K 0.01%
+17,179
474
$946K 0.01%
14,772
+780
475
$942K 0.01%
20,375
-7,975
17 18
19
20 21