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
$47.4B
AUM Growth
-$7.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,319
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$216M
3
+$179M
4
ETN icon
Eaton
ETN
+$150M
5
AVGO icon
Broadcom
AVGO
+$140M

Top Sells

1
+$328M
2
+$192M
3
+$177M
4
WEC icon
WEC Energy
WEC
+$109M
5
OTIS icon
Otis Worldwide
OTIS
+$107M

Sector Composition

1 Technology 24.92%
2 Financials 12.67%
3 Healthcare 12%
4 Industrials 9.27%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26.9M 0.06%
537,691
-956,931
227
$26.9M 0.06%
1,334,445
-46,090
228
$26.7M 0.06%
224,892
+62,921
229
$26.7M 0.06%
208,527
-167
230
$26.7M 0.06%
290,424
-3,190
231
$25.4M 0.05%
1,258,723
-132,881
232
$24.8M 0.05%
57,553
+455
233
$24M 0.05%
622,050
-350,241
234
$23.8M 0.05%
385,791
+1,838
235
$23.8M 0.05%
378,006
-4,420
236
$23.7M 0.05%
224,639
+34,503
237
$23.5M 0.05%
300,522
+7,841
238
$23.3M 0.05%
740,002
+223,586
239
$23.2M 0.05%
1,061,906
+83,274
240
$22.3M 0.05%
111,162
-565
241
$22.2M 0.05%
211,503
+2,752
242
$22.1M 0.05%
152,827
+8,452
243
$21.7M 0.05%
511,504
-897,585
244
$21.6M 0.05%
270,803
+14,526
245
$21.3M 0.05%
66,014
-1,158
246
$21M 0.04%
71,824
+27,231
247
$20.5M 0.04%
51,599
+878
248
$20.4M 0.04%
331,663
+287,784
249
$20.3M 0.04%
490,973
-3,327
250
$20.2M 0.04%
126,762
+7,703
8 9
10
11 12