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
176
$14.2M 0.09%
217,102
+16,476
177
$14M 0.09%
54,559
+14
178
$14M 0.09%
177,785
+8,438
179
$13.9M 0.09%
751,460
+27,340
180
$13.5M 0.08%
270,355
-40,120
181
$13.3M 0.08%
682,226
-2,700
182
$13.1M 0.08%
216,388
+9,799
183
$13M 0.08%
328,857
+54,888
184
$13M 0.08%
147,825
+4,035
185
$12.9M 0.08%
53,603
+2,486
186
$12.7M 0.08%
445,323
+1,755
187
$12.7M 0.08%
142,331
+6,456
188
$12.6M 0.08%
95,258
-1,885
189
$12.6M 0.08%
66,303
-5,831
190
$12.6M 0.08%
56,706
+3,938
191
$12.4M 0.08%
377,682
+16,120
192
$12.4M 0.08%
101,722
+4,675
193
$12.4M 0.08%
250,557
+11,848
194
$12.3M 0.08%
108,769
+6,450
195
$12.2M 0.08%
909,041
+456,350
196
$11.9M 0.08%
277,754
+12,330
197
$11.9M 0.07%
259,848
-48,702
198
$11.8M 0.07%
920,095
199
$11.8M 0.07%
807,720
+35,160
200
$11.6M 0.07%
80,182
+3,060
6 7
8
9 10