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
76
$53.3M 0.41%
1,069,863
+286,635
77
$52.1M 0.4%
990,768
+167,468
78
$50.4M 0.39%
690,308
+560,604
79
$47.5M 0.36%
298,191
+132
80
$45.5M 0.35%
948,869
+191,292
81
$44.8M 0.34%
491,297
-7,626
82
$44M 0.34%
2,478,571
+91,307
83
$43.6M 0.33%
1,057,291
+115,046
84
$43.4M 0.33%
386,764
-4,310
85
$43.1M 0.33%
1,382,663
+1,001,300
86
$41.2M 0.32%
657,982
-141,022
87
$41M 0.31%
567,382
+16,027
88
$40.6M 0.31%
1,435,440
-250,357
89
$38.3M 0.29%
441,337
+4,093
90
$38.1M 0.29%
232,950
-127,797
91
$37.4M 0.29%
1,723,509
-10,000
92
$37M 0.28%
806,082
-28,166
93
$35.8M 0.27%
322,366
+875
94
$34.8M 0.27%
+2,078,750
95
$34.8M 0.27%
1,343,613
96
$34.3M 0.26%
299,102
+21,310
97
$34.1M 0.26%
808,781
-31,620
98
$34M 0.26%
1,186,149
-22,284
99
$33.6M 0.26%
652,647
+629,797
100
$33.1M 0.25%
387,573
-12,258
2 3
4
5 6