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
276
$15.8M 0.03%
174,834
-17,833
277
$15.8M 0.03%
+376,194
278
$15.8M 0.03%
297,084
-10,498
279
$15.6M 0.03%
619,968
+136,534
280
$15.6M 0.03%
165,349
-1,498
281
$15.5M 0.03%
572,938
-22,766
282
$15.5M 0.03%
56,172
-4,926
283
$15.3M 0.03%
21,071
-69,569
284
$15.3M 0.03%
271,330
+11,929
285
$15.2M 0.03%
164,091
+4,788
286
$15M 0.03%
241,203
-8,266
287
$15M 0.03%
112,546
-779
288
$14.9M 0.03%
425,321
-5,986
289
$14.9M 0.03%
267,685
+7,159
290
$14.8M 0.03%
134,123
-1,729
291
$14.8M 0.03%
517,683
+2,079
292
$14.6M 0.03%
191,098
+1,211
293
$14.5M 0.03%
144,744
+98,430
294
$14.4M 0.03%
101,784
-2,337
295
$14.2M 0.03%
226,483
-619,988
296
$13.9M 0.03%
116,895
-20,293
297
$13.8M 0.03%
141,217
+136,185
298
$13.7M 0.03%
196,441
-2,888
299
$13.5M 0.03%
41,101
-1,696
300
$13.3M 0.03%
168,557
-499
10 11
12
13 14