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
26
$133M 1.02%
2,423,626
+18,123
27
$131M 1.01%
2,100,118
+21,055
28
$126M 0.96%
2,187,235
+23,534
29
$124M 0.95%
1,282,784
+4,049
30
$121M 0.92%
4,340,213
+56,800
31
$120M 0.92%
3,490,182
+77,842
32
$113M 0.87%
1,121,967
+4,736
33
$111M 0.85%
1,538,386
+24,342
34
$110M 0.84%
1,236,113
+12,113
35
$105M 0.8%
807,738
+5,554
36
$104M 0.8%
1,519,092
+187,247
37
$104M 0.79%
1,100,632
+11,094
38
$102M 0.78%
1,519,570
+309,383
39
$102M 0.78%
5,678,098
+83,760
40
$101M 0.77%
2,249,919
+45,503
41
$101M 0.77%
1,866,078
+45,301
42
$97.6M 0.75%
2,085,888
+63,308
43
$95.5M 0.73%
2,691,468
+22,360
44
$95.4M 0.73%
6,147,080
+1,633,960
45
$95.1M 0.73%
2,039,824
+108,784
46
$95.1M 0.73%
3,196,797
+13,113
47
$91.9M 0.7%
1,016,207
+282,622
48
$89.2M 0.68%
390,771
+4,313
49
$88M 0.67%
1,066,892
-38,256
50
$84.3M 0.64%
1,557,073
+54,146
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