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
126
$19.8M 0.15%
320,535
-20,486
127
$19.5M 0.15%
222,068
-169,804
128
$19.5M 0.15%
282,352
-361
129
$18.4M 0.14%
814,110
-17,848
130
$18.2M 0.14%
203,534
-2,201
131
$18.2M 0.14%
238,226
-21,532
132
$18M 0.14%
92,748
-476
133
$17.8M 0.14%
369,238
-7,040
134
$17.2M 0.13%
1,712,720
-1,250
135
$17.2M 0.13%
804,891
-55,716
136
$17M 0.13%
66,838
+534
137
$16.9M 0.13%
750,000
+443,700
138
$16.4M 0.13%
615,424
-275,216
139
$16.2M 0.12%
179,943
-1,537
140
$15.9M 0.12%
226,410
+2,296
141
$15.9M 0.12%
90,828
-23,208
142
$15.7M 0.12%
118,627
-4,266
143
$15.3M 0.12%
63,486
-193
144
$14.9M 0.11%
827,916
-3,036
145
$14.8M 0.11%
159,025
+870
146
$14.6M 0.11%
187,392
+290
147
$14.2M 0.11%
136,109
-2,749
148
$14.2M 0.11%
185,248
-211
149
$14.1M 0.11%
112,540
-2,333
150
$14M 0.11%
211,350
-733
4 5
6
7 8