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
351
$7.65M 0.02%
181,361
-7,396
352
$7.63M 0.02%
209,556
-4,862,503
353
$7.58M 0.02%
59,517
+1,117
354
$7.58M 0.02%
91,317
-3,528
355
$7.4M 0.02%
41,149
-3,899
356
$7.38M 0.02%
110,023
-116,149
357
$7.28M 0.02%
702,514
+700,364
358
$7.25M 0.02%
+480,500
359
$7.22M 0.02%
273,525
-1,118
360
$7.15M 0.02%
60,437
+362
361
$7M 0.01%
69,128
-881
362
$6.97M 0.01%
90,136
-18,726
363
$6.95M 0.01%
77,218
-3,647,373
364
$6.8M 0.01%
34,331
-100
365
$6.73M 0.01%
189,118
-3,082
366
$6.73M 0.01%
51,054
-693
367
$6.64M 0.01%
10,168
-283
368
$6.49M 0.01%
53,340
-4,875
369
$6.43M 0.01%
139,147
370
$6.43M 0.01%
403,030
+12,319
371
$6.31M 0.01%
125,189
-106,162
372
$6.29M 0.01%
18,934
-1,125
373
$6.28M 0.01%
125,253
+12,520
374
$6.19M 0.01%
13,210
-309
375
$6.14M 0.01%
54,215
+11
13 14
15
16 17