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
501
$738K ﹤0.01%
32,560
+760
502
$737K ﹤0.01%
14,198
503
$720K ﹤0.01%
68,950
-900
504
$707K ﹤0.01%
42,471
+4,664
505
$703K ﹤0.01%
10,113
-94
506
$697K ﹤0.01%
42,515
+5,872
507
$695K ﹤0.01%
22,779
+5,237
508
$694K ﹤0.01%
23,305
509
$687K ﹤0.01%
+16,272
510
$686K ﹤0.01%
10,245
-1,405
511
$666K ﹤0.01%
+10,000
512
$663K ﹤0.01%
27,007
513
$662K ﹤0.01%
12,735
514
$659K ﹤0.01%
+28,430
515
$653K ﹤0.01%
13,625
-9,406
516
$635K ﹤0.01%
25,299
-961
517
$632K ﹤0.01%
20,899
+2,438
518
$623K ﹤0.01%
+29,500
519
$618K ﹤0.01%
+30,619
520
$617K ﹤0.01%
43,680
-1,642
521
$610K ﹤0.01%
24,284
522
$607K ﹤0.01%
+21,365
523
$598K ﹤0.01%
59,940
-6,190
524
$589K ﹤0.01%
14,943
525
$571K ﹤0.01%
33,400
+9,700
19 20
21
22 23