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
476
$939K 0.01%
+26,687
477
$936K 0.01%
14,273
+1,173
478
$930K 0.01%
+11,939
479
$919K 0.01%
14,147
-465
480
$910K 0.01%
23,551
-1,448
481
$908K 0.01%
13,070
-8,329
482
$904K 0.01%
4,783
483
$903K 0.01%
82,948
-10,716
484
$897K 0.01%
20,029
+826
485
$881K 0.01%
13,067
+612
486
$879K 0.01%
+11,218
487
$875K 0.01%
11,234
+1,175
488
$866K 0.01%
46,320
489
$834K 0.01%
12,255
-970
490
$833K 0.01%
6,525
+157
491
$825K 0.01%
+13,556
492
$810K 0.01%
18,419
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493
$791K 0.01%
46,105
-65,991
494
$781K ﹤0.01%
19,623
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495
$775K ﹤0.01%
37,773
-527
496
$758K ﹤0.01%
17,017
+1,539
497
$757K ﹤0.01%
11,740
498
$754K ﹤0.01%
18,162
499
$740K ﹤0.01%
45,400
-1,000
500
$739K ﹤0.01%
22,376
+529
18 19
20
21 22