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
576
$318K ﹤0.01%
+20,012
577
$314K ﹤0.01%
21,065
578
$314K ﹤0.01%
+10,096
579
$302K ﹤0.01%
2,105
580
$294K ﹤0.01%
17,960
581
$288K ﹤0.01%
19,000
582
$286K ﹤0.01%
29,300
583
$280K ﹤0.01%
16,717
+1,100
584
$279K ﹤0.01%
11,197
-1,305
585
$278K ﹤0.01%
15,000
586
$273K ﹤0.01%
+1,817
587
$268K ﹤0.01%
+10,064
588
$264K ﹤0.01%
17,655
589
$264K ﹤0.01%
11,080
-1,315
590
$260K ﹤0.01%
14,350
-7,650
591
$253K ﹤0.01%
15,160
592
$249K ﹤0.01%
13,876
593
$249K ﹤0.01%
+7,095
594
$248K ﹤0.01%
15,000
-2,574
595
$228K ﹤0.01%
16,000
596
$219K ﹤0.01%
18,096
+416
597
$218K ﹤0.01%
+14,775
598
$212K ﹤0.01%
12,310
-2,825
599
$212K ﹤0.01%
+15,000
600
$210K ﹤0.01%
6,564
22 23
24
25 26