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
426
$1.4M 0.01%
12,543
+252
427
$1.4M 0.01%
100,000
428
$1.38M 0.01%
14,662
429
$1.37M 0.01%
15,792
+2,320
430
$1.36M 0.01%
114,536
+8,192
431
$1.33M 0.01%
47,652
432
$1.33M 0.01%
30,795
+7,645
433
$1.33M 0.01%
30,497
+720
434
$1.32M 0.01%
+14,730
435
$1.32M 0.01%
13,431
+719
436
$1.31M 0.01%
37,000
-2,300
437
$1.3M 0.01%
24,296
+5,815
438
$1.3M 0.01%
26,521
-13,124
439
$1.29M 0.01%
35,073
-16,600
440
$1.26M 0.01%
35,330
+6,855
441
$1.25M 0.01%
15,905
+1,970
442
$1.24M 0.01%
37,295
+11,412
443
$1.24M 0.01%
22,321
444
$1.23M 0.01%
52,498
+19,350
445
$1.21M 0.01%
14,176
-459
446
$1.21M 0.01%
25,000
-48
447
$1.21M 0.01%
+11,394
448
$1.21M 0.01%
26,526
-13,862
449
$1.19M 0.01%
23,159
-657
450
$1.19M 0.01%
20,107
-4,935
16 17
18
19 20