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
$13.1B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$106M
3
+$77.7M
4
WMB icon
Williams Companies
WMB
+$60.1M
5
CMCSA icon
Comcast
CMCSA
+$49.3M

Top Sells

1
+$185M
2
+$107M
3
+$88M
4
K icon
Kellanova
K
+$38.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$38.4M

Sector Composition

1 Energy 27.4%
2 Technology 14.27%
3 Healthcare 11.32%
4 Financials 9.98%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.91M 0.06%
38,094
+302
227
$7.74M 0.06%
51,184
-2,065
228
$7.69M 0.06%
94,386
-3,325
229
$7.61M 0.06%
142,417
-2,552
230
$7.59M 0.06%
185,132
-3,802
231
$7.59M 0.06%
92,567
-167
232
$7.58M 0.06%
153,915
+7,471
233
$7.48M 0.06%
492,961
-325,608
234
$7.47M 0.06%
172,717
-250,846
235
$7.43M 0.06%
75,159
-283
236
$7.29M 0.06%
+200,000
237
$7.25M 0.06%
120,869
+253
238
$7.21M 0.06%
146,619
+1,727
239
$7.17M 0.05%
64,055
-7,022
240
$7.14M 0.05%
+153,260
241
$7.12M 0.05%
+103,290
242
$7.07M 0.05%
89,699
-2,327
243
$7.05M 0.05%
40,311
-141
244
$7.03M 0.05%
123,290
-673,776
245
$6.99M 0.05%
+161,499
246
$6.97M 0.05%
103,639
+150
247
$6.94M 0.05%
85,490
+948
248
$6.91M 0.05%
245,568
-395
249
$6.72M 0.05%
16,386
-70
250
$6.55M 0.05%
43,673
-145
8 9
10
11 12