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
451
$1.18M 0.01%
22,482
+72
452
$1.16M 0.01%
23,538
+11,496
453
$1.16M 0.01%
14,827
+3,097
454
$1.14M 0.01%
24,687
+3,028
455
$1.11M 0.01%
45,644
456
$1.11M 0.01%
24,486
+526
457
$1.1M 0.01%
10,209
+127
458
$1.1M 0.01%
35,900
-3
459
$1.1M 0.01%
18,734
+5,988
460
$1.08M 0.01%
12,158
461
$1.06M 0.01%
48,754
+19,224
462
$1.06M 0.01%
26,741
-150
463
$1.06M 0.01%
21,912
+1,681
464
$1.04M 0.01%
85,000
465
$1.04M 0.01%
+19,787
466
$1.04M 0.01%
39,313
+897
467
$1.02M 0.01%
24,580
-6,635
468
$1.01M 0.01%
26,576
-2,251
469
$1.01M 0.01%
15,021
+218
470
$1M 0.01%
16,696
+1,000
471
$996K 0.01%
36,899
+3,438
472
$990K 0.01%
35,156
-2,045
473
$973K 0.01%
12,938
-1,096
474
$943K 0.01%
12,931
-610
475
$938K 0.01%
24,237
-1,100
17 18
19
20 21