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
201
$8.95M 0.07%
110,133
-318
202
$8.94M 0.07%
170,724
-863
203
$8.93M 0.07%
+453,004
204
$8.92M 0.07%
158,788
-557
205
$8.91M 0.07%
291,190
-1,237
206
$8.84M 0.07%
185,071
-638
207
$8.78M 0.07%
102,220
-1,379
208
$8.71M 0.07%
58,510
+1,595
209
$8.69M 0.07%
551,550
-805
210
$8.58M 0.07%
2,014,096
+750,000
211
$8.53M 0.07%
81,729
+730
212
$8.47M 0.06%
292,277
+2,178
213
$8.43M 0.06%
235,555
+3,883
214
$8.38M 0.06%
80,990
+469
215
$8.33M 0.06%
600,000
+121,500
216
$8.29M 0.06%
294,794
-1,359
217
$8.12M 0.06%
219,840
-163
218
$8.07M 0.06%
168,562
-12,660
219
$8.06M 0.06%
278,102
+3,102
220
$8.06M 0.06%
51,850
+380
221
$8.05M 0.06%
133,221
-573
222
$8.04M 0.06%
155,372
+46
223
$8M 0.06%
132,002
-15,781
224
$7.96M 0.06%
210,211
+154,308
225
$7.95M 0.06%
160,702
-10,673
7 8
9
10 11