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
526
$2.07M ﹤0.01%
19,033
+2,738
527
$2.05M ﹤0.01%
6,785
-24
528
$2.05M ﹤0.01%
156,070
+6,600
529
$2.04M ﹤0.01%
30,494
+3,806
530
$2.03M ﹤0.01%
86,217
+909
531
$2M ﹤0.01%
38,352
+11,310
532
$2M ﹤0.01%
10,642
+2,738
533
$1.98M ﹤0.01%
62,316
-2,377
534
$1.96M ﹤0.01%
72,375
-4,378
535
$1.95M ﹤0.01%
23,857
+42
536
$1.94M ﹤0.01%
93,103
-1,929
537
$1.93M ﹤0.01%
24,864
+4,353
538
$1.91M ﹤0.01%
15,466
+1,869
539
$1.91M ﹤0.01%
82,793
+10,884
540
$1.9M ﹤0.01%
15,036
-42
541
$1.86M ﹤0.01%
10,557
-1,058
542
$1.85M ﹤0.01%
114,002
-676
543
$1.84M ﹤0.01%
20,817
+220
544
$1.84M ﹤0.01%
190,819
-33,559
545
$1.83M ﹤0.01%
30,189
-1,151
546
$1.82M ﹤0.01%
57,062
+34,693
547
$1.82M ﹤0.01%
+268,818
548
$1.82M ﹤0.01%
5,655
+180
549
$1.82M ﹤0.01%
6,329
-1,696
550
$1.81M ﹤0.01%
19,157
-3,174
20 21
22
23 24