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
726
$713K ﹤0.01%
10,637
+368
727
$711K ﹤0.01%
13,590
-2,901
728
$710K ﹤0.01%
10,947
-493
729
$706K ﹤0.01%
13,271
+1,623
730
$696K ﹤0.01%
6,342
-1,967
731
$695K ﹤0.01%
4,958
732
$691K ﹤0.01%
12,907
-72
733
$689K ﹤0.01%
2,349
-82
734
$687K ﹤0.01%
6,669
-858
735
$684K ﹤0.01%
7,555
+40
736
$681K ﹤0.01%
12,972
-154
737
$668K ﹤0.01%
4,114
+31
738
$667K ﹤0.01%
2,837
-145,486
739
$662K ﹤0.01%
13,460
-859
740
$658K ﹤0.01%
677
+15
741
$654K ﹤0.01%
17,367
+16,999
742
$640K ﹤0.01%
22,479
743
$640K ﹤0.01%
18,279
-1,745
744
$635K ﹤0.01%
6,016
-14,062
745
$634K ﹤0.01%
18,027
-2,000
746
$632K ﹤0.01%
2,291
+1
747
$624K ﹤0.01%
71,784
+13,345
748
$624K ﹤0.01%
19,718
-93
749
$623K ﹤0.01%
22,452
-2,439
750
$622K ﹤0.01%
8,617
-305
28 29
30
31 32