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
26
$365M 0.77%
1,597,952
+321,778
27
$363M 0.77%
2,081,159
+506,083
28
$363M 0.77%
2,394,263
-11,333
29
$358M 0.76%
6,724,756
-1,727,729
30
$354M 0.75%
1,723,539
+451,895
31
$352M 0.74%
771,008
+30,896
32
$341M 0.72%
1,135,910
+5,750
33
$338M 0.71%
818,884
-4,336
34
$338M 0.71%
2,709,228
-341
35
$333M 0.7%
3,311,219
+3,227,812
36
$327M 0.69%
974,244
-248,598
37
$325M 0.69%
1,560,812
-7,124
38
$321M 0.68%
2,285,528
+347
39
$320M 0.67%
615,573
-4,823
40
$316M 0.67%
1,931,554
-10,370
41
$313M 0.66%
690,812
+217,200
42
$302M 0.64%
894,863
+142,031
43
$300M 0.63%
881,723
-18,571
44
$297M 0.63%
1,451,613
-224,597
45
$297M 0.63%
1,409,215
+250,666
46
$287M 0.61%
2,346,628
-10,490
47
$279M 0.59%
5,065,933
+192,961
48
$277M 0.59%
866,018
-80,820
49
$273M 0.58%
9,401,349
-105,687
50
$269M 0.57%
2,350,643
+237,909
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