CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$160M
2
+$109M
3
+$75.4M
4
WMB icon
Williams Companies
WMB
+$68.3M
5
CMCSA icon
Comcast
CMCSA
+$46.6M

Top Sells

1
+$185M
2
+$107M
3
+$88M
4
K
Kellanova
K
+$38M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$36.8M

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
601
$209K ﹤0.01%
+11,645
602
$205K ﹤0.01%
52
603
$202K ﹤0.01%
+3,670
604
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605
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-99,223
607
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-11,393
608
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-38,100
610
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-19,390
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613
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-27,200
614
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-14,500
615
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619
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621
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-35,129
623
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-400,000
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