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
251
$20.1M 0.04%
88,554
-385
252
$19.8M 0.04%
213,645
+84,401
253
$19.8M 0.04%
60,273
-8,220
254
$19.6M 0.04%
77,144
-101
255
$19.6M 0.04%
432,147
-233,396
256
$19.3M 0.04%
20,954
+8,455
257
$18.8M 0.04%
281,499
-190,641
258
$18.6M 0.04%
451,775
-7,141
259
$18.5M 0.04%
58,823
-8,185
260
$18.4M 0.04%
256,087
-48,692
261
$18.2M 0.04%
1,498,442
-213,077
262
$18.2M 0.04%
156,644
-224,579
263
$18M 0.04%
814,875
+87,143
264
$17.7M 0.04%
718,768
-269,635
265
$17.7M 0.04%
32,461
-128,956
266
$17.5M 0.04%
120,173
+34,654
267
$17.4M 0.04%
391,375
+39,264
268
$17.3M 0.04%
1,059,599
-229
269
$17.2M 0.04%
292,444
-100,893
270
$17.1M 0.04%
38,647
+751
271
$16.9M 0.04%
1,119,143
272
$16.8M 0.04%
832,364
-6,275
273
$16.3M 0.03%
2,293,523
+405,257
274
$16.2M 0.03%
377,282
+3,767
275
$15.8M 0.03%
592,151
-230,667
9 10
11
12 13