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
2476
$4.59K ﹤0.01%
347
2477
$4.59K ﹤0.01%
+229
2478
$4.56K ﹤0.01%
193
2479
$4.55K ﹤0.01%
2,004
2480
$4.55K ﹤0.01%
97
-1
2481
$4.49K ﹤0.01%
100
2482
$4.48K ﹤0.01%
308
-30
2483
$4.47K ﹤0.01%
165
2484
$4.39K ﹤0.01%
244
+87
2485
$4.39K ﹤0.01%
170
2486
$4.35K ﹤0.01%
110
2487
$4.32K ﹤0.01%
106
+1
2488
$4.31K ﹤0.01%
219
2489
$4.29K ﹤0.01%
200
2490
$4.29K ﹤0.01%
262
+239
2491
$4.28K ﹤0.01%
28
-44
2492
$4.24K ﹤0.01%
14
-1,036
2493
$4.22K ﹤0.01%
270
2494
$4.2K ﹤0.01%
+155
2495
$4.18K ﹤0.01%
78
2496
$4.16K ﹤0.01%
+212
2497
$4.15K ﹤0.01%
+56
2498
$4.15K ﹤0.01%
136
-254
2499
$4.12K ﹤0.01%
1,057
2500
$4.12K ﹤0.01%
277
+56
98 99
100
101 102