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
651
$983K ﹤0.01%
+6,575
652
$979K ﹤0.01%
4,073
+58
653
$962K ﹤0.01%
20,395
-3,540
654
$961K ﹤0.01%
9,460
-1,220
655
$956K ﹤0.01%
8,394
+253
656
$947K ﹤0.01%
9,765
+3,481
657
$934K ﹤0.01%
1,802
+321
658
$931K ﹤0.01%
10,625
+2,985
659
$927K ﹤0.01%
17,006
+6,656
660
$917K ﹤0.01%
16,909
+383
661
$916K ﹤0.01%
13,019
+216
662
$912K ﹤0.01%
15,394
-30
663
$911K ﹤0.01%
10,905
-1,403
664
$910K ﹤0.01%
15,254
-1,209
665
$899K ﹤0.01%
8,315
+205
666
$889K ﹤0.01%
5,831
+784
667
$888K ﹤0.01%
6,168
-423
668
$881K ﹤0.01%
19,621
+2,046
669
$878K ﹤0.01%
10,423
-10
670
$871K ﹤0.01%
24,281
+543
671
$871K ﹤0.01%
17,115
672
$864K ﹤0.01%
17,255
673
$862K ﹤0.01%
10,911
+1,492
674
$861K ﹤0.01%
6,454
+331
675
$859K ﹤0.01%
30,784
25 26
27
28 29