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
376
$6.03M 0.01%
108,511
-1,246
377
$5.97M 0.01%
599,238
+54,081
378
$5.86M 0.01%
26,127
-150
379
$5.84M 0.01%
167,170
-3,541
380
$5.79M 0.01%
114,613
+11,726
381
$5.76M 0.01%
14,596
+124
382
$5.73M 0.01%
187,621
+337
383
$5.7M 0.01%
471,725
-9,390
384
$5.66M 0.01%
327,904
-550
385
$5.61M 0.01%
54,489
-1,058,750
386
$5.59M 0.01%
71,502
-10,116
387
$5.56M 0.01%
10,662
-406
388
$5.56M 0.01%
24,902
-122
389
$5.46M 0.01%
124,367
-11,037
390
$5.44M 0.01%
39,719
+1,427
391
$5.43M 0.01%
100,236
-4,245
392
$5.37M 0.01%
824,891
+15,000
393
$5.25M 0.01%
11,333
+132
394
$5.2M 0.01%
119,318
+50,154
395
$5.15M 0.01%
105,265
-225
396
$5.06M 0.01%
69,197
-933
397
$5.03M 0.01%
206,721
+974
398
$5.02M 0.01%
588,511
399
$4.99M 0.01%
70,197
-3,029
400
$4.92M 0.01%
17,163
-206
14 15
16
17 18