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
401
$4.84M 0.01%
+69,583
402
$4.83M 0.01%
36,227
-409
403
$4.82M 0.01%
15,443
+14,711
404
$4.81M 0.01%
192,774
405
$4.78M 0.01%
160,811
-3,560
406
$4.77M 0.01%
300,200
-60,648
407
$4.69M 0.01%
45,469
+264
408
$4.69M 0.01%
69,310
-8,519
409
$4.69M 0.01%
46,974
-1,885
410
$4.65M 0.01%
234,782
-40,340
411
$4.63M 0.01%
441,364
412
$4.57M 0.01%
457,786
-81,470
413
$4.54M 0.01%
44,159
-2,000
414
$4.5M 0.01%
42,536
-345
415
$4.48M 0.01%
56,161
-7,550
416
$4.48M 0.01%
150,418
+23,163
417
$4.46M 0.01%
65,689
+10,687
418
$4.45M 0.01%
87,812
-1,693
419
$4.43M 0.01%
17,405
-9,075
420
$4.39M 0.01%
151,294
+43
421
$4.37M 0.01%
349,557
-1,000
422
$4.33M 0.01%
18,302
-948
423
$4.32M 0.01%
18,103
-1,797
424
$4.31M 0.01%
52,171
-1,405
425
$4.31M 0.01%
19,915
+201
15 16
17
18 19