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
2526
$3.89K ﹤0.01%
+216
2527
$3.89K ﹤0.01%
+81
2528
$3.82K ﹤0.01%
+82
2529
$3.79K ﹤0.01%
+28
2530
$3.76K ﹤0.01%
100
2531
$3.75K ﹤0.01%
153
2532
$3.75K ﹤0.01%
+223
2533
$3.74K ﹤0.01%
4,000
2534
$3.73K ﹤0.01%
104
+4
2535
$3.71K ﹤0.01%
150
2536
$3.67K ﹤0.01%
2,500
2537
$3.67K ﹤0.01%
160
2538
$3.66K ﹤0.01%
207
2539
$3.65K ﹤0.01%
+41
2540
$3.65K ﹤0.01%
109
2541
$3.65K ﹤0.01%
2,250
2542
$3.64K ﹤0.01%
75
2543
$3.63K ﹤0.01%
1,223
2544
$3.62K ﹤0.01%
31
+9
2545
$3.62K ﹤0.01%
27
+6
2546
$3.58K ﹤0.01%
+135
2547
$3.56K ﹤0.01%
+244
2548
$3.55K ﹤0.01%
100
-10
2549
$3.54K ﹤0.01%
102
-247
2550
$3.54K ﹤0.01%
339
100 101
102
103 104