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
2651
$2.27K ﹤0.01%
93
2652
$2.27K ﹤0.01%
+99
2653
$2.25K ﹤0.01%
+119
2654
$2.24K ﹤0.01%
775
2655
$2.24K ﹤0.01%
67
2656
$2.24K ﹤0.01%
22
-505
2657
$2.23K ﹤0.01%
73
2658
$2.23K ﹤0.01%
102
+17
2659
$2.22K ﹤0.01%
+57
2660
$2.22K ﹤0.01%
96
2661
$2.22K ﹤0.01%
+196
2662
$2.19K ﹤0.01%
22
-21
2663
$2.19K ﹤0.01%
+31
2664
$2.19K ﹤0.01%
65
2665
$2.18K ﹤0.01%
+83
2666
$2.18K ﹤0.01%
81
-709
2667
$2.18K ﹤0.01%
+200
2668
$2.18K ﹤0.01%
+97
2669
$2.17K ﹤0.01%
+38
2670
$2.17K ﹤0.01%
125
2671
$2.16K ﹤0.01%
527
-35
2672
$2.16K ﹤0.01%
+79
2673
$2.15K ﹤0.01%
207
-1,200
2674
$2.15K ﹤0.01%
40
-23
2675
$2.15K ﹤0.01%
1,063
+483
105 106
107
108 109