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
176
$11.1M 0.09%
146,792
-34,938
177
$11.1M 0.09%
396,777
+156,315
178
$10.9M 0.08%
149,910
-66,320
179
$10.9M 0.08%
+56,933
180
$10.7M 0.08%
50,454
-7,066
181
$10.7M 0.08%
266,873
+8,785
182
$10.7M 0.08%
185,562
-842
183
$10.7M 0.08%
313,985
-1,327
184
$10.6M 0.08%
188,502
+158
185
$10.6M 0.08%
96,437
+2,424
186
$10.3M 0.08%
140,979
+32,432
187
$10.3M 0.08%
75,992
+1,221
188
$10.2M 0.08%
500,000
-193,132
189
$10.1M 0.08%
101,789
+1,055
190
$10M 0.08%
+820,040
191
$9.71M 0.07%
67,592
-468
192
$9.7M 0.07%
103,509
-33,884
193
$9.67M 0.07%
164,365
-81,293
194
$9.53M 0.07%
247,123
-745
195
$9.3M 0.07%
236,082
-390
196
$9.22M 0.07%
+148,418
197
$9.17M 0.07%
271,978
-2,024
198
$9.1M 0.07%
69,443
-210
199
$9.1M 0.07%
+77,870
200
$9.06M 0.07%
122,873
+4,237
6 7
8
9 10