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
601
$1.36M ﹤0.01%
17,385
+6,907
602
$1.35M ﹤0.01%
16,004
+1,886
603
$1.34M ﹤0.01%
13,715
-2,499
604
$1.33M ﹤0.01%
18,021
-7,164
605
$1.32M ﹤0.01%
9,666
-1,497
606
$1.32M ﹤0.01%
60,997
+15,646
607
$1.31M ﹤0.01%
22,165
+753
608
$1.3M ﹤0.01%
28,852
+6,340
609
$1.29M ﹤0.01%
6,751
+87
610
$1.27M ﹤0.01%
18,490
-532
611
$1.26M ﹤0.01%
62,522
-30,494
612
$1.25M ﹤0.01%
14,117
-17,539
613
$1.25M ﹤0.01%
61,271
+9,721
614
$1.25M ﹤0.01%
14,348
615
$1.24M ﹤0.01%
24,185
+3,825
616
$1.21M ﹤0.01%
29,051
+16,743
617
$1.21M ﹤0.01%
21,908
-1,435
618
$1.2M ﹤0.01%
5,498
-39
619
$1.2M ﹤0.01%
67,699
+12,676
620
$1.2M ﹤0.01%
15,660
+22
621
$1.19M ﹤0.01%
10,956
-216
622
$1.18M ﹤0.01%
8,500
+661
623
$1.18M ﹤0.01%
33,023
+3,360
624
$1.16M ﹤0.01%
46,795
-23,797
625
$1.16M ﹤0.01%
4,069
-2,352
23 24
25
26 27