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
2726
$1.65K ﹤0.01%
+155
2727
$1.65K ﹤0.01%
+160
2728
$1.64K ﹤0.01%
77
+8
2729
$1.63K ﹤0.01%
126
-111
2730
$1.63K ﹤0.01%
45
2731
$1.63K ﹤0.01%
700
2732
$1.62K ﹤0.01%
+68
2733
$1.62K ﹤0.01%
+75
2734
$1.6K ﹤0.01%
413
-75
2735
$1.59K ﹤0.01%
200
-100
2736
$1.58K ﹤0.01%
44
2737
$1.58K ﹤0.01%
+21
2738
$1.58K ﹤0.01%
386
-336
2739
$1.55K ﹤0.01%
310
2740
$1.54K ﹤0.01%
+250
2741
$1.54K ﹤0.01%
58
-35
2742
$1.52K ﹤0.01%
258
-5
2743
$1.51K ﹤0.01%
+60
2744
$1.5K ﹤0.01%
180
2745
$1.49K ﹤0.01%
784
-58,800
2746
$1.46K ﹤0.01%
23
2747
$1.45K ﹤0.01%
250
2748
$1.45K ﹤0.01%
+35
2749
$1.44K ﹤0.01%
21
2750
$1.44K ﹤0.01%
1,400
+500
108 109
110
111 112