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
2676
$2.14K ﹤0.01%
+281
2677
$2.14K ﹤0.01%
+56
2678
$2.12K ﹤0.01%
2,000
2679
$2.11K ﹤0.01%
+147
2680
$2.1K ﹤0.01%
50
2681
$2.1K ﹤0.01%
142
-282
2682
$2.1K ﹤0.01%
+85
2683
$2.08K ﹤0.01%
65
-649
2684
$2.07K ﹤0.01%
207
2685
$2.07K ﹤0.01%
423
2686
$2.06K ﹤0.01%
336
-473
2687
$2.05K ﹤0.01%
91
2688
$2.04K ﹤0.01%
+243
2689
$2.04K ﹤0.01%
52
+24
2690
$2.02K ﹤0.01%
600
2691
$1.99K ﹤0.01%
+28
2692
$1.96K ﹤0.01%
300
2693
$1.95K ﹤0.01%
27
2694
$1.94K ﹤0.01%
+98
2695
$1.93K ﹤0.01%
132
-1,795
2696
$1.93K ﹤0.01%
35
-5
2697
$1.93K ﹤0.01%
86
2698
$1.93K ﹤0.01%
250
2699
$1.91K ﹤0.01%
+79
2700
$1.9K ﹤0.01%
150
-75
106 107
108
109 110