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
51
$104M 0.65%
876,277
+134,705
52
$99.8M 0.63%
961,072
-2,327
53
$98.7M 0.62%
565,848
+1,472
54
$95.7M 0.6%
467,350
+3,042
55
$94.6M 0.59%
478,541
-88,361
56
$90.4M 0.57%
5,650,753
-1,363,128
57
$90.4M 0.57%
1,253,521
-2,750
58
$89.8M 0.56%
992,011
+15,942
59
$89.8M 0.56%
2,562,660
-2,040
60
$88.3M 0.55%
1,190,791
-4,670
61
$87.6M 0.55%
1,207,942
-253,134
62
$87.4M 0.55%
1,058,414
+1,577
63
$85.1M 0.53%
3,152,498
+704,788
64
$84.9M 0.53%
2,126,081
+7,466
65
$80.3M 0.5%
479,512
-1,232
66
$79.3M 0.5%
496,822
+158,946
67
$75.7M 0.48%
2,384,304
-2,749,290
68
$75.7M 0.48%
898,518
-29,655
69
$73.8M 0.46%
4,096,632
+339,460
70
$73.3M 0.46%
1,617,679
-224,675
71
$68.6M 0.43%
1,265,627
-4,595
72
$67M 0.42%
407,452
+2,998
73
$66.9M 0.42%
806,475
-772
74
$66.7M 0.42%
471,736
+176,305
75
$65.2M 0.41%
403,031
-279
1 2
3
4 5