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
526
$574K ﹤0.01%
37,773
527
$562K ﹤0.01%
10,720
-115
528
$561K ﹤0.01%
+31,605
529
$560K ﹤0.01%
16,009
+1,445
530
$559K ﹤0.01%
10,000
531
$556K ﹤0.01%
18,590
532
$549K ﹤0.01%
30,698
-7,889
533
$549K ﹤0.01%
84,000
534
$546K ﹤0.01%
21,234
+10,835
535
$537K ﹤0.01%
11,500
-3,475
536
$529K ﹤0.01%
18,835
+835
537
$522K ﹤0.01%
+13,362
538
$511K ﹤0.01%
12,550
+250
539
$507K ﹤0.01%
6,330
+143
540
$505K ﹤0.01%
37,800
541
$503K ﹤0.01%
32,209
+1,991
542
$502K ﹤0.01%
50,100
543
$497K ﹤0.01%
+14,202
544
$487K ﹤0.01%
43,450
545
$486K ﹤0.01%
30,573
546
$481K ﹤0.01%
23,154
547
$468K ﹤0.01%
22,670
548
$464K ﹤0.01%
31,198
+15,679
549
$464K ﹤0.01%
27,852
-1,283,749
550
$459K ﹤0.01%
17,755
20 21
22
23 24