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
401
$1.62M 0.01%
28,117
+465
402
$1.6M 0.01%
+34,137
403
$1.6M 0.01%
16,781
+990
404
$1.59M 0.01%
32,510
+16,425
405
$1.58M 0.01%
11,513
+99
406
$1.58M 0.01%
23,740
-25
407
$1.58M 0.01%
29,387
+1,848
408
$1.54M 0.01%
42,410
+9,723
409
$1.54M 0.01%
49,924
+12,237
410
$1.53M 0.01%
+37,507
411
$1.53M 0.01%
16,108
+46
412
$1.5M 0.01%
25,911
-749
413
$1.49M 0.01%
30,396
+16,200
414
$1.47M 0.01%
97,115
+23,660
415
$1.46M 0.01%
31,703
-889
416
$1.46M 0.01%
36,746
+810
417
$1.45M 0.01%
23,847
-66
418
$1.43M 0.01%
24,505
-4,839
419
$1.43M 0.01%
118,300
420
$1.43M 0.01%
35,633
-2,922
421
$1.42M 0.01%
12,980
+493
422
$1.42M 0.01%
+17,966
423
$1.41M 0.01%
44,353
-456
424
$1.41M 0.01%
76,300
+26,990
425
$1.41M 0.01%
33,157
-700
15 16
17
18 19