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
76
$63.9M 0.4%
1,769,620
-39,470
77
$62.9M 0.4%
779,647
-20,987
78
$58.8M 0.37%
1,136,848
-61,908
79
$58.2M 0.37%
2,223,939
+287,807
80
$57.7M 0.36%
823,292
-6,583
81
$56M 0.35%
413,953
+4,948
82
$55M 0.35%
1,658,090
+76,412
83
$53.6M 0.34%
1,148,846
+495,573
84
$52M 0.33%
1,934,964
-147,900
85
$51.5M 0.32%
1,072,940
+12,072
86
$50.6M 0.32%
991,640
-54,289
87
$49.8M 0.31%
1,675,445
+12
88
$47.4M 0.3%
275,279
+486
89
$46.3M 0.29%
1,425,715
-88,727
90
$45.1M 0.28%
186,707
-2,644
91
$44.6M 0.28%
427,155
+25,554
92
$44.3M 0.28%
1,725,766
+265,327
93
$44.2M 0.28%
181,435
-87,993
94
$42.3M 0.27%
637,050
+8,245
95
$42M 0.26%
3,570,400
96
$40.5M 0.25%
1,164,920
-30,045
97
$37M 0.23%
284,687
-797
98
$36.7M 0.23%
470,300
+408,412
99
$36M 0.23%
1,135,707
-294,600
100
$35.9M 0.23%
411,820
-19,457
2 3
4
5 6