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
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
601
$209K ﹤0.01%
+11,645
602
$205K ﹤0.01%
52
603
$202K ﹤0.01%
+3,670
604
– –
-17,799
605
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-14,118
606
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-323,908
607
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-23,635
608
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-16,376
609
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-2,190,584
610
– –
-400,000
611
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-36,556
612
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-51,000
613
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-35,129
614
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-32,250
615
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616
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617
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618
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619
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-19,390
620
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621
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622
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623
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-14,500
624
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-15,350
625
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-64,200
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