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
151
$14M 0.11%
116,742
+13,887
152
$13.9M 0.11%
134,768
+71,649
153
$13.9M 0.11%
97,862
-2,304
154
$13.7M 0.1%
231,904
-6,956
155
$13.5M 0.1%
308,780
-1,120
156
$13.4M 0.1%
120,771
+6,892
157
$13.2M 0.1%
250,089
-400
158
$13.1M 0.1%
542,605
+92,605
159
$12.8M 0.1%
82,130
-196
160
$12.7M 0.1%
104,043
-175
161
$12.5M 0.1%
+306,189
162
$12.2M 0.09%
259,890
-840
163
$12.2M 0.09%
244,842
-520
164
$12.2M 0.09%
479,481
+56,929
165
$12.1M 0.09%
283,152
-4,051
166
$12M 0.09%
108,413
-475
167
$12M 0.09%
967,630
-578,113
168
$11.8M 0.09%
116,768
+2,861
169
$11.8M 0.09%
154,472
+604
170
$11.5M 0.09%
855,184
+4,808
171
$11.5M 0.09%
50,560
+2,665
172
$11.4M 0.09%
592,900
+45,200
173
$11.2M 0.09%
100,777
-11
174
$11.2M 0.09%
81,601
-1,315
175
$11.2M 0.09%
220,146
-749,815
5 6
7
8 9