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
2626
$2.61K ﹤0.01%
+44
2627
$2.61K ﹤0.01%
105
2628
$2.54K ﹤0.01%
33
-47
2629
$2.5K ﹤0.01%
+600
2630
$2.5K ﹤0.01%
105
2631
$2.5K ﹤0.01%
200
-190,142
2632
$2.48K ﹤0.01%
176
-1,337
2633
$2.47K ﹤0.01%
+167
2634
$2.47K ﹤0.01%
+139
2635
$2.44K ﹤0.01%
75
2636
$2.44K ﹤0.01%
40
-430
2637
$2.41K ﹤0.01%
407
2638
$2.4K ﹤0.01%
1,148
2639
$2.4K ﹤0.01%
200
2640
$2.39K ﹤0.01%
1,000
2641
$2.39K ﹤0.01%
1,000
2642
$2.36K ﹤0.01%
2,000
2643
$2.36K ﹤0.01%
+18
2644
$2.36K ﹤0.01%
601
-3,999
2645
$2.31K ﹤0.01%
81
-187
2646
$2.3K ﹤0.01%
2,000
2647
$2.29K ﹤0.01%
712
+300
2648
$2.29K ﹤0.01%
3,939
2649
$2.29K ﹤0.01%
+28
2650
$2.28K ﹤0.01%
106
+77
104 105
106
107 108