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
276
$5.4M 0.04%
50,528
-158
277
$5.4M 0.04%
+137,670
278
$5.3M 0.04%
1,013,344
-540,515
279
$5.27M 0.04%
623,040
-2,048
280
$5.17M 0.04%
161,911
-11,040
281
$5.09M 0.04%
107,387
+358
282
$5.03M 0.04%
48,194
+3,329
283
$5.02M 0.04%
219,281
+4,770
284
$5M 0.04%
276,139
-70,592
285
$4.98M 0.04%
300,000
-57,646
286
$4.91M 0.04%
34,044
+593
287
$4.89M 0.04%
182,073
+37,206
288
$4.86M 0.04%
205,557
+12,540
289
$4.81M 0.04%
74,403
+100
290
$4.81M 0.04%
59,737
+8,376
291
$4.8M 0.04%
199,663
-23,000
292
$4.7M 0.04%
39,363
+854
293
$4.66M 0.04%
26,847
+79
294
$4.66M 0.04%
45,809
-204
295
$4.59M 0.04%
107,643
+2,150
296
$4.59M 0.04%
54,338
+228
297
$4.55M 0.03%
+72,033
298
$4.52M 0.03%
117,093
-16,868
299
$4.31M 0.03%
54,276
300
$4.31M 0.03%
61,585
-10,365
10 11
12
13 14