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
551
$414K ﹤0.01%
10,469
552
$410K ﹤0.01%
+23,559
553
$403K ﹤0.01%
125,000
554
$398K ﹤0.01%
12,591
555
$398K ﹤0.01%
16,912
+1,051
556
$396K ﹤0.01%
23,535
557
$395K ﹤0.01%
+10,400
558
$391K ﹤0.01%
16,404
-2,034
559
$388K ﹤0.01%
11,694
-1,538
560
$385K ﹤0.01%
22,640
+5,885
561
$381K ﹤0.01%
+11,934
562
$379K ﹤0.01%
5,403
563
$379K ﹤0.01%
13,013
-16,642
564
$377K ﹤0.01%
31,909
565
$371K ﹤0.01%
24,434
566
$369K ﹤0.01%
18,650
567
$362K ﹤0.01%
18,400
568
$361K ﹤0.01%
12,166
-199
569
$354K ﹤0.01%
11,529
570
$353K ﹤0.01%
10,740
571
$343K ﹤0.01%
28,907
-673
572
$341K ﹤0.01%
26,625
+1,615
573
$334K ﹤0.01%
+3,093
574
$323K ﹤0.01%
+10,000
575
$322K ﹤0.01%
28,733
-921
21 22
23
24 25