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
576
$321K ﹤0.01%
14,545
577
$316K ﹤0.01%
43,000
578
$309K ﹤0.01%
10,000
579
$307K ﹤0.01%
+16,371
580
$301K ﹤0.01%
+12,485
581
$288K ﹤0.01%
29,300
582
$274K ﹤0.01%
+12,500
583
$260K ﹤0.01%
+14,610
584
$256K ﹤0.01%
13,175
585
$256K ﹤0.01%
20,300
-6,100
586
$254K ﹤0.01%
17,655
587
$242K ﹤0.01%
+11,087
588
$238K ﹤0.01%
+12,000
589
$237K ﹤0.01%
11,372
-7,825
590
$236K ﹤0.01%
15,200
591
$233K ﹤0.01%
10,000
592
$211K ﹤0.01%
40,500
593
$211K ﹤0.01%
+1,264
594
$209K ﹤0.01%
73,300
-1,075
595
$206K ﹤0.01%
10,802
-829
596
– –
-107,937
597
– –
-18,800
598
– –
-13,896
599
– –
-10,278
600
– –
-10,000
22 23
24
25 26