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
551
$453K ﹤0.01%
20,971
+5,480
552
$445K ﹤0.01%
782
+9
553
$441K ﹤0.01%
37,000
554
$439K ﹤0.01%
16,169
555
$432K ﹤0.01%
+10,474
556
$430K ﹤0.01%
15,760
-699,077
557
$429K ﹤0.01%
16,086
558
$423K ﹤0.01%
8,715
559
$422K ﹤0.01%
+14,088
560
$418K ﹤0.01%
10,600
561
$412K ﹤0.01%
11,940
-3,632
562
$408K ﹤0.01%
14,501
-3,105
563
$406K ﹤0.01%
+3,500
564
$396K ﹤0.01%
13,042
+455
565
$392K ﹤0.01%
+17,255
566
$379K ﹤0.01%
24,504
567
$377K ﹤0.01%
13,930
+1,330
568
$370K ﹤0.01%
+8,200
569
$357K ﹤0.01%
11,575
570
$348K ﹤0.01%
79,370
-330
571
$345K ﹤0.01%
11,875
+415
572
$331K ﹤0.01%
14,955
573
$325K ﹤0.01%
22,990
+1,490
574
$320K ﹤0.01%
+11,178
575
$318K ﹤0.01%
+12,850
21 22
23
24 25