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
576
$1.56M ﹤0.01%
26,917
-1,793
577
$1.56M ﹤0.01%
15,033
+114
578
$1.56M ﹤0.01%
21,128
+152
579
$1.55M ﹤0.01%
28,380
580
$1.54M ﹤0.01%
200,072
+34,953
581
$1.54M ﹤0.01%
61,038
582
$1.53M ﹤0.01%
9,422
+2,056
583
$1.53M ﹤0.01%
11,126
+2,181
584
$1.52M ﹤0.01%
30,143
-1,378
585
$1.51M ﹤0.01%
8,587
-19
586
$1.5M ﹤0.01%
57,270
+7,072
587
$1.49M ﹤0.01%
5,848
+29
588
$1.49M ﹤0.01%
31,186
-11,695
589
$1.49M ﹤0.01%
19,117
-1,411
590
$1.47M ﹤0.01%
10,459
-33,142
591
$1.46M ﹤0.01%
17,127
-4,098
592
$1.46M ﹤0.01%
20,929
+1,473
593
$1.45M ﹤0.01%
182,897
-503,411
594
$1.4M ﹤0.01%
18,336
-1,563
595
$1.39M ﹤0.01%
25,087
-986
596
$1.39M ﹤0.01%
6,101
-263
597
$1.39M ﹤0.01%
33,505
-6,604
598
$1.38M ﹤0.01%
20,213
+1,083
599
$1.37M ﹤0.01%
11,944
-757
600
$1.37M ﹤0.01%
5,769
+3,442
22 23
24
25 26