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
3026
$22 ﹤0.01%
15
3027
$22 ﹤0.01%
2
+1
3028
$22 ﹤0.01%
3
3029
$21 ﹤0.01%
3
3030
$21 ﹤0.01%
13
-5,000
3031
$19 ﹤0.01%
1
-5,788
3032
$19 ﹤0.01%
+1
3033
$19 ﹤0.01%
1
-408
3034
$17 ﹤0.01%
1
-1,526
3035
$17 ﹤0.01%
+3
3036
$17 ﹤0.01%
+1
3037
$17 ﹤0.01%
1
3038
$17 ﹤0.01%
3
-1,665
3039
$16 ﹤0.01%
+7,950
3040
$15 ﹤0.01%
31
-40
3041
$14 ﹤0.01%
+1
3042
$14 ﹤0.01%
+1
3043
$14 ﹤0.01%
1
3044
$14 ﹤0.01%
33
-1
3045
$13 ﹤0.01%
4
3046
$13 ﹤0.01%
+1
3047
$13 ﹤0.01%
1
-143
3048
$12 ﹤0.01%
3
3049
$12 ﹤0.01%
1
3050
$11 ﹤0.01%
+1
120 121
122
123 124