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
126
$22.2M 0.14%
115,699
+3,884
127
$21.9M 0.14%
332,001
+5,610
128
$21.8M 0.14%
449,004
-13,030
129
$21.7M 0.14%
1,452,474
+21,429
130
$21.5M 0.13%
50,001
+2,085
131
$21.3M 0.13%
151,473
+9,356
132
$20.5M 0.13%
814,524
-39,894
133
$20.5M 0.13%
261,513
-993,505
134
$20.5M 0.13%
139,227
-9,020
135
$20M 0.13%
212,006
+8,558
136
$19.3M 0.12%
156,115
-6,122
137
$18.8M 0.12%
216,073
+8,930
138
$18.7M 0.12%
227,270
-10,575
139
$18.7M 0.12%
283,823
-8,206
140
$18.5M 0.12%
204,358
+14,023
141
$18.4M 0.12%
79,441
+3,240
142
$18.4M 0.12%
262,700
+8,288
143
$18.4M 0.12%
218,232
+10,124
144
$18.2M 0.11%
748,562
+15,437
145
$18.1M 0.11%
134,404
+9,661
146
$18M 0.11%
533,019
+29,234
147
$17.9M 0.11%
376,174
+29,748
148
$17.8M 0.11%
203,846
+10,305
149
$17.4M 0.11%
136,801
+5,235
150
$17.4M 0.11%
159,489
+5,440
4 5
6
7 8