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
51
$267M 0.56%
3,268,456
+63,575
52
$263M 0.56%
547,627
-127,278
53
$252M 0.53%
601,755
-974
54
$251M 0.53%
204,030
+3,561
55
$251M 0.53%
907,856
-6,112
56
$243M 0.51%
2,709,696
+125,408
57
$235M 0.5%
1,213,660
-170,825
58
$234M 0.5%
14,981,432
+1,463,098
59
$234M 0.49%
1,705,528
-26,365
60
$217M 0.46%
1,391,003
+894,375
61
$217M 0.46%
473,987
-8,843
62
$216M 0.46%
+265,301
63
$214M 0.45%
3,147,875
+9,108
64
$214M 0.45%
429,325
-48,041
65
$211M 0.45%
428,554
-3,364
66
$209M 0.44%
2,649,529
+485,560
67
$204M 0.43%
2,723,748
+372,035
68
$199M 0.42%
6,758,850
-551,425
69
$193M 0.41%
1,332,311
+145,847
70
$186M 0.39%
2,904,901
+19,314
71
$182M 0.38%
1,215,728
-4,550
72
$180M 0.38%
1,023,964
-30,139
73
$176M 0.37%
716,421
-353,321
74
$175M 0.37%
3,428,448
-11,650
75
$174M 0.37%
2,104,889
+36,044
1 2
3
4 5