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
3176
-255
3177
-100
3178
-208
3179
-662
3180
-82
3181
-3,109,177
3182
-648
3183
-86
3184
-1,041
3185
-4,458
3186
-402
3187
-28
3188
-650
3189
-29
3190
-79
3191
-51
3192
-378
3193
-660
3194
-195
3195
-107
3196
-23
3197
-189
3198
-237
3199
-2,331
3200
-1,904