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
351
$2.4M 0.02%
100,101
+2,663
352
$2.4M 0.02%
110,868
+10,868
353
$2.39M 0.02%
44,829
-3,305
354
$2.32M 0.02%
31,608
355
$2.32M 0.02%
28,354
+368
356
$2.31M 0.02%
58,332
+768
357
$2.31M 0.02%
43,178
+6,245
358
$2.31M 0.02%
43,076
+2,143
359
$2.29M 0.02%
54,706
-15,680
360
$2.26M 0.02%
36,020
-4,565
361
$2.26M 0.02%
28,227
-240
362
$2.25M 0.02%
164,572
+11,343
363
$2.21M 0.02%
79,325
-4,000
364
$2.16M 0.02%
118,459
-16,107
365
$2.15M 0.02%
15,378
-215
366
$2.15M 0.02%
47,118
+82
367
$2.15M 0.02%
100,512
+8,740
368
$2.13M 0.02%
25,460
+785
369
$2.07M 0.02%
133,668
+1,226
370
$2.06M 0.02%
49,905
+8,000
371
$2.05M 0.02%
22,360
+274
372
$2.02M 0.02%
95,612
+4,166
373
$1.99M 0.02%
13,075
+988
374
$1.97M 0.02%
+10,212
375
$1.96M 0.02%
24,809
+2,271
13 14
15
16 17