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
501
$738K 0.01%
23,839
502
$733K 0.01%
13,335
-365
503
$732K 0.01%
39,381
+1,101
504
$718K 0.01%
23,506
-8,614
505
$712K 0.01%
47,697
+1,068
506
$707K 0.01%
275,000
-2,000
507
$704K 0.01%
10,448
+293
508
$703K 0.01%
12,553
509
$695K 0.01%
27,864
-401
510
$692K 0.01%
17,827
+6,011
511
$676K 0.01%
10,098
512
$674K 0.01%
17,244
+856
513
$673K 0.01%
45,035
+15,380
514
$670K 0.01%
45,587
+1,391
515
$656K 0.01%
11,139
+180
516
$653K 0.01%
28,783
+3,200
517
$636K ﹤0.01%
36,227
-468
518
$627K ﹤0.01%
11,462
+1,258
519
$625K ﹤0.01%
14,750
520
$619K ﹤0.01%
45,136
+4,260
521
$619K ﹤0.01%
14,775
+159
522
$608K ﹤0.01%
1,210,400
-40,000
523
$601K ﹤0.01%
13,016
+900
524
$578K ﹤0.01%
28,450
-12,740
525
$575K ﹤0.01%
12,519
-710
19 20
21
22 23