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
476
$931K 0.01%
13,537
+1,920
477
$904K 0.01%
14,115
+25
478
$899K 0.01%
24,937
479
$896K 0.01%
12,758
+108
480
$885K 0.01%
17,349
+3,381
481
$863K 0.01%
37,641
-2,425
482
$862K 0.01%
17,682
483
$858K 0.01%
21,960
484
$846K 0.01%
60,125
-13,575
485
$834K 0.01%
56,908
+760
486
$820K 0.01%
10,144
487
$812K 0.01%
+25,470
488
$811K 0.01%
20,515
-600
489
$809K 0.01%
20,588
-522
490
$806K 0.01%
13,152
-345
491
$801K 0.01%
58,780
+26,000
492
$800K 0.01%
32,824
+7,756
493
$796K 0.01%
+57,325
494
$794K 0.01%
19,568
495
$784K 0.01%
40,000
496
$779K 0.01%
16,560
497
$779K 0.01%
15,465
-100
498
$773K 0.01%
+10,192
499
$770K 0.01%
17,767
+400
500
$748K 0.01%
29,754
+295
18 19
20
21 22