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
151
$17.3M 0.11%
329,650
+15,312
152
$17.2M 0.11%
309,303
-27,915
153
$17.2M 0.11%
221,513
-6,334
154
$17.2M 0.11%
226,502
-1,754
155
$17M 0.11%
177,509
+8,793
156
$16.9M 0.11%
293,318
+12,571
157
$16.7M 0.1%
433,182
+18,582
158
$16.6M 0.1%
261,645
+10,625
159
$16.4M 0.1%
670,820
-38,300
160
$16.4M 0.1%
163,203
+6,429
161
$16.1M 0.1%
292,973
+13,854
162
$15.9M 0.1%
152,252
-5,775
163
$15.2M 0.1%
87,271
-584
164
$14.9M 0.09%
93,024
-3,166
165
$14.8M 0.09%
248,993
-10,246
166
$14.8M 0.09%
175,986
-1,327
167
$14.6M 0.09%
482,648
-1,051,048
168
$14.6M 0.09%
95,280
-228
169
$14.6M 0.09%
119,687
-1,600
170
$14.5M 0.09%
107,776
+4,064
171
$14.5M 0.09%
60,039
+2,715
172
$14.4M 0.09%
277,801
+12,734
173
$14.2M 0.09%
116,598
+4,579
174
$14.2M 0.09%
128,249
-8,192
175
$14.2M 0.09%
93,952
+12,479
5 6
7
8 9