CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$389M
2
+$59.3M
3
+$41M
4
DHR icon
Danaher
DHR
+$31.6M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$31.4M

Top Sells

1
+$446M
2
+$81.7M
3
+$80.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$44.9M
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
626
– –
-892,496
627
– –
-21,316
628
– –
-20,024
629
– –
-1,400,212
630
– –
-23,350
631
– –
-16,436
632
– –
-12,214,709
22 23 24 25
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