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
526
$563K ﹤0.01%
12,240
+1,355
527
$557K ﹤0.01%
37,035
-477
528
$555K ﹤0.01%
+17,740
529
$553K ﹤0.01%
22,687
+36
530
$541K ﹤0.01%
28,894
+2,889
531
$541K ﹤0.01%
+22,031
532
$528K ﹤0.01%
79,200
-1,202,050
533
$522K ﹤0.01%
+70,000
534
$521K ﹤0.01%
17,850
+515
535
$517K ﹤0.01%
21,065
536
$516K ﹤0.01%
32,891
-65,409
537
$506K ﹤0.01%
22,670
-16,500
538
$481K ﹤0.01%
40,053
+1,636
539
$472K ﹤0.01%
15,630
+1,900
540
$466K ﹤0.01%
14,550
-5,630
541
$463K ﹤0.01%
+4,150
542
$448K ﹤0.01%
19,599
+2,384
543
$439K ﹤0.01%
35,798
+6,004
544
$436K ﹤0.01%
33,917
-18,126
545
$427K ﹤0.01%
14,595
-1,864
546
$424K ﹤0.01%
+13,036
547
$420K ﹤0.01%
32,900
+110
548
$418K ﹤0.01%
28,751
549
$418K ﹤0.01%
47,325
-45,300
550
$415K ﹤0.01%
31,330
-6,087
20 21
22
23 24