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
426
$4.19M 0.01%
73,982
-2,715
427
$4.17M 0.01%
7,556
-4,956
428
$4.15M 0.01%
13,427
+157
429
$4.14M 0.01%
170,706
+21
430
$4.12M 0.01%
35,856
+1,002
431
$4.11M 0.01%
154,027
-817
432
$4.05M 0.01%
16,309
+597
433
$4.04M 0.01%
23,974
+26
434
$4.01M 0.01%
63,720
-395
435
$3.98M 0.01%
537,763
+51,853
436
$3.96M 0.01%
24,446
437
$3.95M 0.01%
68,216
-4,861
438
$3.91M 0.01%
37,124
439
$3.9M 0.01%
110,383
+372
440
$3.9M 0.01%
63,079
+29
441
$3.86M 0.01%
56,795
+3,832
442
$3.8M 0.01%
47,152
+443
443
$3.79M 0.01%
157,022
-3,200
444
$3.7M 0.01%
43,376
-7,393
445
$3.64M 0.01%
46,906
-615
446
$3.6M 0.01%
25,344
+2,001
447
$3.51M 0.01%
46,272
-43,563
448
$3.49M 0.01%
879,844
449
$3.49M 0.01%
9,257
+4
450
$3.47M 0.01%
23,443
-412
16 17
18
19 20