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
326
$9.88M 0.02%
37,926
+19,958
327
$9.87M 0.02%
279,426
-5,403
328
$9.65M 0.02%
164,195
-798
329
$9.6M 0.02%
20,414
+3,071
330
$9.48M 0.02%
45,470
-77,537
331
$9.38M 0.02%
81,698
-1,816
332
$9.34M 0.02%
136,118
-727
333
$9.32M 0.02%
230,085
+168,001
334
$9.13M 0.02%
41,410
-696
335
$8.99M 0.02%
73,360
-10,538
336
$8.84M 0.02%
172,146
-10,031
337
$8.84M 0.02%
487,433
-3,447
338
$8.72M 0.02%
42,257
-459
339
$8.66M 0.02%
57,859
-6,441
340
$8.64M 0.02%
62,010
+10,027
341
$8.61M 0.02%
23,902
+4,891
342
$8.59M 0.02%
188,964
+188,940
343
$8.37M 0.02%
442,588
-1,159
344
$8.32M 0.02%
29,538
+5,142
345
$8.24M 0.02%
154,683
-10,723
346
$8M 0.02%
501,982
+495,013
347
$7.98M 0.02%
+600,000
348
$7.92M 0.02%
175,512
+6,246
349
$7.88M 0.02%
192,500
350
$7.73M 0.02%
105,027
+658
12 13
14
15 16