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
51
$82.2M 0.63%
632,468
+12,006
52
$78.9M 0.6%
1,118,896
+10,280
53
$78.4M 0.6%
1,133,762
+10,929
54
$78.2M 0.6%
845,352
+30,828
55
$77.7M 0.59%
+2,825,110
56
$75.8M 0.58%
715,308
-4,222
57
$75.1M 0.57%
909,779
+12,114
58
$74.7M 0.57%
1,056,905
+11,379
59
$74.3M 0.57%
959,436
+34,234
60
$67.5M 0.52%
188,740
+1,594
61
$67.5M 0.52%
716,205
+1,355
62
$67.2M 0.51%
633,925
+289,765
63
$67.1M 0.51%
2,201,200
-23,170
64
$65.4M 0.5%
548,711
-155,818
65
$64.9M 0.5%
356,455
+2,184
66
$64.9M 0.5%
825,610
+2,724
67
$64.8M 0.5%
986,156
+52,597
68
$63.1M 0.48%
2,173,811
-211,593
69
$60.4M 0.46%
2,215,348
+976,541
70
$59.2M 0.45%
951,342
+12,053
71
$58.4M 0.45%
2,477,390
+1,043,126
72
$55.4M 0.42%
1,239,739
-4,562
73
$55.2M 0.42%
1,302,398
-65,785
74
$54.5M 0.42%
733,734
+3,175
75
$53.4M 0.41%
1,051,864
+13,744
1 2
3
4 5