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
2751
$1.43K ﹤0.01%
+282
2752
$1.43K ﹤0.01%
85
2753
$1.42K ﹤0.01%
+75
2754
$1.42K ﹤0.01%
131
2755
$1.41K ﹤0.01%
748
2756
$1.41K ﹤0.01%
106
-138
2757
$1.4K ﹤0.01%
17
-19
2758
$1.39K ﹤0.01%
+77
2759
$1.38K ﹤0.01%
216
-88
2760
$1.38K ﹤0.01%
50
2761
$1.38K ﹤0.01%
+30
2762
$1.37K ﹤0.01%
170
2763
$1.36K ﹤0.01%
+106
2764
$1.36K ﹤0.01%
107
2765
$1.35K ﹤0.01%
+382
2766
$1.34K ﹤0.01%
44
-1,212
2767
$1.34K ﹤0.01%
+43
2768
$1.33K ﹤0.01%
501
2769
$1.31K ﹤0.01%
169
+112
2770
$1.31K ﹤0.01%
300
2771
$1.3K ﹤0.01%
25
-676
2772
$1.29K ﹤0.01%
+36
2773
$1.29K ﹤0.01%
50
2774
$1.28K ﹤0.01%
85
+1
2775
$1.28K ﹤0.01%
+28
109 110
111
112 113