CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$496M 3.11%
18,318,389
+653,564
2
$385M 2.42%
10,692,596
-86,088
3
$364M 2.29%
17,872,172
+17,439,670
4
$359M 2.25%
7,415,460
+83,500
5
$334M 2.1%
7,347,020
+39,180
6
$322M 2.02%
4,672,236
-25,148
7
$288M 1.81%
12,904,252
+774,765
8
$247M 1.55%
2,705,187
+67,238
9
$226M 1.42%
6,753,284
+187,807
10
$221M 1.39%
2,357,762
+22,731
11
$221M 1.39%
1,668,972
-21,516
12
$220M 1.38%
11,484,627
+146,901
13
$220M 1.38%
12,229,604
-1,087,847
14
$217M 1.36%
5,401,410
-17,964
15
$205M 1.29%
5,258,607
+38,539
16
$203M 1.28%
1,759,306
-4,559
17
$200M 1.26%
1,955,919
-309,237
18
$191M 1.2%
3,809,554
-22,466
19
$191M 1.2%
3,446,423
-60,128
20
$184M 1.15%
992,070
-1,696
21
$181M 1.14%
1,178,974
-99,150
22
$181M 1.13%
1,396,410
-6,064
23
$174M 1.09%
2,324,278
+422,512
24
$170M 1.06%
2,651,341
-384,777
25
$167M 1.05%
4,840,245
1
2 3 4 5