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
326
$3.28M 0.03%
41,640
+1,821
327
$3.27M 0.03%
53,295
-632,897
328
$3.23M 0.02%
32,009
+5,269
329
$3.2M 0.02%
88,211
+3,330
330
$3.2M 0.02%
56,215
-5,727
331
$3.12M 0.02%
100,000
332
$3.09M 0.02%
34,905
-744
333
$3.08M 0.02%
+157,700
334
$2.98M 0.02%
88,403
-105,335
335
$2.97M 0.02%
74,540
+25,418
336
$2.88M 0.02%
38,537
+30,427
337
$2.8M 0.02%
77,167
+13,027
338
$2.79M 0.02%
72,385
+22,959
339
$2.78M 0.02%
25,215
-300
340
$2.71M 0.02%
50,113
341
$2.71M 0.02%
22,674
-1,281
342
$2.65M 0.02%
56,434
-225
343
$2.59M 0.02%
23,541
344
$2.53M 0.02%
35,329
-16
345
$2.51M 0.02%
79,509
-5,784
346
$2.47M 0.02%
76,832
-16,016
347
$2.45M 0.02%
60,830
-9,403
348
$2.41M 0.02%
21,236
-24,526
349
$2.41M 0.02%
61,039
-14,661
350
$2.4M 0.02%
60,000
12 13
14
15 16