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
301
$4.25M 0.03%
51,143
+412
302
$4.17M 0.03%
62,207
-1,741
303
$4.09M 0.03%
156,616
+3,716
304
$4.06M 0.03%
59,751
+9,595
305
$4.04M 0.03%
45,048
+9,510
306
$3.98M 0.03%
217,905
307
$3.93M 0.03%
145,007
-1,330
308
$3.93M 0.03%
56,976
+836
309
$3.86M 0.03%
87,896
+870
310
$3.79M 0.03%
+69,413
311
$3.63M 0.03%
29,003
-747
312
$3.6M 0.03%
51,233
-1,185
313
$3.58M 0.03%
13,892
+1,152
314
$3.57M 0.03%
239,861
315
$3.56M 0.03%
100,683
+21,928
316
$3.54M 0.03%
2,481
-223
317
$3.51M 0.03%
216,010
+99,526
318
$3.5M 0.03%
37,897
-836
319
$3.44M 0.03%
59,761
+10,023
320
$3.41M 0.03%
80,943
-215,489
321
$3.41M 0.03%
26,089
-44
322
$3.39M 0.03%
75,000
323
$3.35M 0.03%
46,149
-8,705
324
$3.33M 0.03%
39,400
-2,700
325
$3.33M 0.03%
61,220
-2,500
11 12
13
14 15