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
301
$13.3M 0.03%
110,534
+105,055
302
$13.1M 0.03%
130,725
-36,841
303
$13M 0.03%
59,316
-17,312
304
$13M 0.03%
137,599
-987
305
$12.9M 0.03%
58,368
-29,835
306
$12.6M 0.03%
356,364
-274,759
307
$12.5M 0.03%
57,717
-4,980
308
$12.5M 0.03%
177,649
+12,344
309
$12.4M 0.03%
71,356
+5,284
310
$12.3M 0.03%
141,816
+3,993
311
$12.1M 0.03%
80,215
-4,602
312
$11.7M 0.02%
28,365
+136
313
$11.3M 0.02%
41,549
-2,863
314
$11.2M 0.02%
40,999
-280
315
$11.2M 0.02%
190,899
+5,591
316
$11.2M 0.02%
152,317
+5,690
317
$11M 0.02%
104,239
-2,746
318
$10.6M 0.02%
103,625
-2,931
319
$10.5M 0.02%
39,315
+415
320
$10.5M 0.02%
70,036
-2,035
321
$10.4M 0.02%
412,587
322
$10.3M 0.02%
46,484
-2,602
323
$10.2M 0.02%
197,323
-9,462
324
$10.2M 0.02%
316,646
-49,972
325
$10.1M 0.02%
2,421
+27
11 12
13
14 15