CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$573M 4.38%
15,851,177
+2,938,694
2
$351M 2.69%
12,717,200
-111,880
3
$291M 2.23%
6,478,216
+1,336,564
4
$290M 2.22%
10,090,652
-681,184
5
$240M 1.84%
2,908,578
-181,360
6
$203M 1.55%
7,691,860
+1,647,832
7
$200M 1.53%
6,553,762
+175,136
8
$199M 1.52%
2,630,627
-154,890
9
$198M 1.51%
2,336,635
+14,690
10
$194M 1.48%
2,984,233
-161,819
11
$181M 1.39%
4,284,142
+4,058,487
12
$175M 1.34%
4,802,546
-69,985
13
$170M 1.3%
1,616,896
+167,137
14
$157M 1.2%
3,488,338
+29,281
15
$156M 1.2%
1,289,496
+2,481
16
$150M 1.15%
5,183,000
+1,699,870
17
$150M 1.15%
1,565,924
+190,738
18
$149M 1.14%
3,214,772
+10,958
19
$149M 1.14%
2,907,039
+671,458
20
$147M 1.13%
1,437,704
+31,012
21
$143M 1.1%
1,717,869
-229,074
22
$141M 1.08%
1,352,222
+2,222
23
$139M 1.06%
1,469,836
+678
24
$135M 1.03%
2,056,080
+19,604
25
$134M 1.02%
2,603,479
-147,751
1
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