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
3101
– –
-50
3102
– –
-376
3103
– –
-19
3104
– –
-80
3105
– –
-72
3106
– –
-160
3107
– –
-290
3108
– –
-67,549
3109
– –
-425
3110
– –
-754
3111
– –
-10,546
3112
– –
-239
3113
– –
-5,700
3114
– –
-159
3115
– –
-39
3116
– –
-733
3117
– –
-100
3118
– –
-5,450
3119
– –
-1,112
3120
– –
-2,000
3121
– –
-704
3122
– –
-159
3123
– –
-108
3124
– –
-93
3125
– –
-10,000
123 124
125
126 127