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
101
$32.2M 0.25%
610,565
+1,315
102
$29.9M 0.23%
716,408
+39,600
103
$29.8M 0.23%
1,008,911
+9,247
104
$29.6M 0.23%
1,162,485
105
$29.4M 0.23%
430,026
+140,055
106
$29.1M 0.22%
1,003,770
-5,470
107
$29.1M 0.22%
1,730,474
-194,689
108
$28.9M 0.22%
660,729
-34,603
109
$27.6M 0.21%
180,069
-12,287
110
$27.4M 0.21%
133,435
+6,022
111
$27.3M 0.21%
448,847
+242,684
112
$26.9M 0.21%
1,389,095
+745,335
113
$25.4M 0.19%
388,343
-1,550
114
$25.2M 0.19%
265,695
-2,717
115
$25M 0.19%
508,338
+478,627
116
$24.8M 0.19%
120,123
+46,525
117
$24.5M 0.19%
284,008
-2,183
118
$24.4M 0.19%
542,753
-12,959
119
$23.5M 0.18%
37,995
-625
120
$22.1M 0.17%
146,949
+1,809
121
$21.9M 0.17%
604,177
-5,035
122
$21.6M 0.17%
475,476
-604,979
123
$20.9M 0.16%
303,562
-5,234
124
$20.7M 0.16%
527,905
-14,072
125
$20M 0.15%
906,435
+27,524
3 4
5
6 7