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
2851
$729 ﹤0.01%
85
-50
2852
$721 ﹤0.01%
3
-32
2853
$720 ﹤0.01%
+54
2854
$703 ﹤0.01%
5
-26
2855
$700 ﹤0.01%
27
2856
$699 ﹤0.01%
17
2857
$694 ﹤0.01%
100
-1,000
2858
$686 ﹤0.01%
43
2859
$682 ﹤0.01%
3,023
2860
$670 ﹤0.01%
500
2861
$665 ﹤0.01%
250
-800
2862
$664 ﹤0.01%
+2
2863
$661 ﹤0.01%
34
2864
$659 ﹤0.01%
+41
2865
$655 ﹤0.01%
+111
2866
$647 ﹤0.01%
+62
2867
$644 ﹤0.01%
+13
2868
$644 ﹤0.01%
67
2869
$633 ﹤0.01%
92
+90
2870
$629 ﹤0.01%
24
+19
2871
$628 ﹤0.01%
1,000
2872
$626 ﹤0.01%
+26
2873
$624 ﹤0.01%
72
2874
$619 ﹤0.01%
75
-100
2875
$617 ﹤0.01%
131
-11,240
113 114
115
116 117