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
476
$3M 0.01%
21,352
+3,942
477
$2.98M 0.01%
40,581
+5,268
478
$2.98M 0.01%
31,286
-139
479
$2.97M 0.01%
44,692
-2,544
480
$2.96M 0.01%
28,935
+10,203
481
$2.93M 0.01%
96,982
+38,255
482
$2.9M 0.01%
147,910
+18,427
483
$2.88M 0.01%
14,904
-838
484
$2.86M 0.01%
80,887
-10,565
485
$2.85M 0.01%
85,046
+20,540
486
$2.82M 0.01%
13,803
-174
487
$2.81M 0.01%
398,549
-14,516
488
$2.76M 0.01%
18,090
+982
489
$2.75M 0.01%
138,121
+19,432
490
$2.73M 0.01%
20,519
-547
491
$2.7M 0.01%
41,383
-2,477
492
$2.7M 0.01%
38,242
+643
493
$2.68M 0.01%
30,241
-11,700
494
$2.68M 0.01%
41,210
+1,176
495
$2.67M 0.01%
+44,386
496
$2.67M 0.01%
9,745
+235
497
$2.65M 0.01%
16,657
+100
498
$2.62M 0.01%
136,915
+17,306
499
$2.6M 0.01%
61,313
+1,468
500
$2.6M 0.01%
24,498
-297,938
18 19
20
21 22