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
201
$11.5M 0.07%
230,599
+129,638
202
$11.4M 0.07%
337,142
+26,600
203
$11.3M 0.07%
152,265
-14,831
204
$11.3M 0.07%
496,501
+18,717
205
$11.2M 0.07%
270,305
+140,533
206
$11.1M 0.07%
332,725
+26,874
207
$11.1M 0.07%
744,798
+125,919
208
$11M 0.07%
103,460
+40,000
209
$10.9M 0.07%
356,157
+23,767
210
$10.8M 0.07%
346,884
+16,592
211
$10.7M 0.07%
179,313
+5,039
212
$10.6M 0.07%
96,664
-6,357
213
$10.6M 0.07%
181,465
+13,291
214
$10.5M 0.07%
48,494
+3,399
215
$10.3M 0.06%
35,789
+2,586
216
$10.2M 0.06%
247,505
+13,001
217
$10.2M 0.06%
228,783
+9,553
218
$10.2M 0.06%
911,036
+44,565
219
$9.85M 0.06%
476,205
+2,250
220
$9.72M 0.06%
167,717
+7,807
221
$9.68M 0.06%
418,153
+37,683
222
$9.61M 0.06%
+61,815
223
$9.39M 0.06%
90,012
+6,071
224
$9.29M 0.06%
188,538
+7,692
225
$9.14M 0.06%
75,245
+4,167
7 8
9
10 11