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
251
$6.51M 0.05%
111,036
-41
252
$6.46M 0.05%
79,731
+28,374
253
$6.3M 0.05%
66,140
+844
254
$6.17M 0.05%
115,659
+1,405
255
$6.17M 0.05%
37,677
+44
256
$6.16M 0.05%
61,730
-254
257
$6.08M 0.05%
101,023
-17,087
258
$6.06M 0.05%
135,809
-4,440
259
$6.03M 0.05%
65,475
+5,755
260
$6M 0.05%
102,422
-399
261
$5.96M 0.05%
153,187
+1,050
262
$5.95M 0.05%
197,014
+438
263
$5.84M 0.04%
50,558
-1,907
264
$5.83M 0.04%
80,127
-84
265
$5.8M 0.04%
83,969
+7,020
266
$5.78M 0.04%
61,280
-330
267
$5.71M 0.04%
149,606
-186,164
268
$5.66M 0.04%
33,947
-158
269
$5.65M 0.04%
49,644
-576
270
$5.65M 0.04%
62,110
-108
271
$5.63M 0.04%
113,437
-397
272
$5.52M 0.04%
178,835
+76,520
273
$5.51M 0.04%
51,573
-51
274
$5.46M 0.04%
62,825
+539
275
$5.45M 0.04%
212,024
-1,400
9 10
11
12 13