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
101
$35.2M 0.22%
331,189
+85,753
102
$34.9M 0.22%
2,496,008
+300,576
103
$33.4M 0.21%
565,417
+35,136
104
$33.3M 0.21%
665,153
-102,875
105
$32.8M 0.21%
263,807
-28,714
106
$32.2M 0.2%
1,613,471
+410,851
107
$31.2M 0.2%
1,030,551
-140,798
108
$31M 0.19%
554,199
-21,118
109
$30.3M 0.19%
260,212
-390,324
110
$30.3M 0.19%
675,179
-8,194
111
$30M 0.19%
777,480
+27,782
112
$29.6M 0.19%
174,968
+1,094
113
$29.5M 0.19%
243,275
-2,749
114
$28.7M 0.18%
200,261
-6,648
115
$28M 0.18%
1,191,848
-122,151
116
$27.6M 0.17%
+1,256,159
117
$27.5M 0.17%
862,460
-20,624
118
$26M 0.16%
1,063,910
119
$25.8M 0.16%
75,846
-6,315
120
$24.5M 0.15%
223,498
+13,459
121
$24.1M 0.15%
380,411
+17,748
122
$24.1M 0.15%
968,438
+39,932
123
$22.8M 0.14%
898,248
+120,352
124
$22.5M 0.14%
203,888
-82,302
125
$22.4M 0.14%
39,193
+1,847
3 4
5
6 7