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
2926
$320 ﹤0.01%
10
-27
2927
$317 ﹤0.01%
26
2928
$314 ﹤0.01%
300
2929
$313 ﹤0.01%
250
2930
$302 ﹤0.01%
103
-5
2931
$299 ﹤0.01%
1,000
2932
$298 ﹤0.01%
+11
2933
$295 ﹤0.01%
+13
2934
$294 ﹤0.01%
145
2935
$293 ﹤0.01%
25
2936
$285 ﹤0.01%
534
2937
$283 ﹤0.01%
129
2938
$277 ﹤0.01%
+60
2939
$275 ﹤0.01%
+2
2940
$274 ﹤0.01%
15
-345
2941
$269 ﹤0.01%
10
-20
2942
$269 ﹤0.01%
4
-10
2943
$262 ﹤0.01%
50
2944
$255 ﹤0.01%
30
2945
$249 ﹤0.01%
30
2946
$242 ﹤0.01%
100
2947
$242 ﹤0.01%
233
-92
2948
$240 ﹤0.01%
+4
2949
$239 ﹤0.01%
288
2950
$238 ﹤0.01%
23
116 117
118
119 120