CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Return 20.35%
This Quarter Return
+5.57%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$39.7B
AUM Growth
+$1.89B
Cap. Flow
+$430M
Cap. Flow %
1.08%
Top 10 Hldgs %
24.79%
Holding
1,092
New
120
Increased
364
Reduced
425
Closed
71

Sector Composition

1 Technology 23.26%
2 Financials 15.32%
3 Healthcare 13.54%
4 Consumer Discretionary 9.75%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CE icon
926
Celanese
CE
$5.34B
$271K ﹤0.01%
1,809
-5
-0.3% -$749
EXG icon
927
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.74B
$271K ﹤0.01%
29,169
+91
+0.3% +$845
NUE icon
928
Nucor
NUE
$33.8B
$269K ﹤0.01%
+3,355
New +$269K
CSII
929
DELISTED
Cardiovascular Systems, Inc.
CSII
$268K ﹤0.01%
7,000
SUI icon
930
Sun Communities
SUI
$16.2B
$266K ﹤0.01%
1,775
+13
+0.7% +$1.95K
CHRW icon
931
C.H. Robinson
CHRW
$14.9B
$265K ﹤0.01%
2,772
-581
-17% -$55.5K
FAF icon
932
First American
FAF
$6.83B
$265K ﹤0.01%
4,686
+12
+0.3% +$679
DLR icon
933
Digital Realty Trust
DLR
$55.7B
$264K ﹤0.01%
1,874
+275
+17% +$38.7K
ACWX icon
934
iShares MSCI ACWI ex US ETF
ACWX
$6.66B
$263K ﹤0.01%
4,761
GWRE icon
935
Guidewire Software
GWRE
$22B
$263K ﹤0.01%
2,589
-763
-23% -$77.5K
RF icon
936
Regions Financial
RF
$24.1B
$263K ﹤0.01%
12,722
-50,760
-80% -$1.05M
FE icon
937
FirstEnergy
FE
$25.1B
$261K ﹤0.01%
7,512
-515
-6% -$17.9K
CWB icon
938
SPDR Bloomberg Convertible Securities ETF
CWB
$4.42B
$259K ﹤0.01%
3,109
-2
-0.1% -$167
BNS icon
939
Scotiabank
BNS
$78.8B
$258K ﹤0.01%
4,129
GMED icon
940
Globus Medical
GMED
$8.18B
$258K ﹤0.01%
4,180
-1,870
-31% -$115K
QELLW
941
DELISTED
Qell Acquisition Corp. Warrant
QELLW
$258K ﹤0.01%
150,000
-78,500
-34% -$135K
SLY
942
DELISTED
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
$256K ﹤0.01%
2,729
AXDX
943
DELISTED
Accelerate Diagnostics
AXDX
$255K ﹤0.01%
3,068
-266
-8% -$22.1K
ETY icon
944
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.5B
$255K ﹤0.01%
20,000
IEUR icon
945
iShares Core MSCI Europe ETF
IEUR
$6.86B
$254K ﹤0.01%
+4,710
New +$254K
IYY icon
946
iShares Dow Jones US ETF
IYY
$2.59B
$253K ﹤0.01%
2,530
TSN icon
947
Tyson Foods
TSN
$20B
$253K ﹤0.01%
3,410
-93
-3% -$6.9K
AJG icon
948
Arthur J. Gallagher & Co
AJG
$76.7B
$250K ﹤0.01%
2,000
FGEN icon
949
FibroGen
FGEN
$48.9M
$250K ﹤0.01%
288
+1
+0.3% +$868
SPEM icon
950
SPDR Portfolio Emerging Markets ETF
SPEM
$13.3B
$245K ﹤0.01%
5,600