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
26
$164M 1.03%
1,081,609
+1,922
27
$163M 1.02%
1,172,443
-11,432
28
$159M 1%
1,791,887
-6,421
29
$158M 0.99%
649,290
+4,647
30
$157M 0.99%
2,352,251
+668,223
31
$156M 0.98%
2,195,494
-43,944
32
$154M 0.97%
2,519,646
+27,836
33
$153M 0.96%
4,892,754
-5,107
34
$142M 0.89%
2,730,017
+10,818
35
$141M 0.88%
3,029,560
-53,520
36
$134M 0.84%
1,746,282
+36,076
37
$134M 0.84%
1,240,770
+2,369
38
$132M 0.83%
998,888
+16,149
39
$131M 0.82%
5,001,463
+415,203
40
$129M 0.81%
2,109,336
-15,677
41
$127M 0.8%
299,982
-83
42
$125M 0.79%
2,321,724
+208,374
43
$125M 0.78%
2,254,734
+513,990
44
$119M 0.75%
898,810
-681
45
$116M 0.73%
905,035
+473,891
46
$114M 0.72%
1,420,376
-96,416
47
$114M 0.71%
1,783,094
-20,586
48
$114M 0.71%
2,511,898
+464,479
49
$109M 0.69%
1,005,413
+34,695
50
$105M 0.66%
1,224,010
+8,726
1
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