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
376
$1.95M 0.01%
29,934
-276
377
$1.94M 0.01%
45,444
-13,390
378
$1.93M 0.01%
58,625
+6,550
379
$1.92M 0.01%
24,919
-190,241
380
$1.91M 0.01%
20,978
+482
381
$1.91M 0.01%
18,589
+1,000
382
$1.91M 0.01%
81,656
-30,193
383
$1.88M 0.01%
45,460
-726,000
384
$1.87M 0.01%
46,875
-77,561
385
$1.79M 0.01%
65,650
+455
386
$1.77M 0.01%
20,016
-192
387
$1.75M 0.01%
71,472
-1,676
388
$1.73M 0.01%
17,180
+44
389
$1.71M 0.01%
77,407
+24,695
390
$1.7M 0.01%
27,718
-1,050
391
$1.69M 0.01%
29,555
-10,910
392
$1.68M 0.01%
126,445
+19,840
393
$1.67M 0.01%
36,404
+8,140
394
$1.67M 0.01%
25,237
-445
395
$1.65M 0.01%
48,395
-4,151
396
$1.65M 0.01%
31,200
+6,910
397
$1.64M 0.01%
38,233
+2,215
398
$1.64M 0.01%
37,497
+23,840
399
$1.63M 0.01%
135,279
-12,069
400
$1.63M 0.01%
15,323
-411
14 15
16
17 18