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
776
$558K ﹤0.01%
8,139
777
$557K ﹤0.01%
14,590
+180
778
$556K ﹤0.01%
33,667
+100
779
$555K ﹤0.01%
25,500
780
$555K ﹤0.01%
22,136
781
$552K ﹤0.01%
9,842
-2,396
782
$550K ﹤0.01%
57,852
-2,682
783
$547K ﹤0.01%
3,244
-79
784
$546K ﹤0.01%
19,628
-1,703
785
$543K ﹤0.01%
20,123
+528
786
$541K ﹤0.01%
6,251
-504
787
$539K ﹤0.01%
23,955
+69
788
$535K ﹤0.01%
4,857
-123
789
$534K ﹤0.01%
9,090
+280
790
$530K ﹤0.01%
11,166
+4,821
791
$529K ﹤0.01%
10,778
+99
792
$528K ﹤0.01%
+18,524
793
$523K ﹤0.01%
5,718
794
$518K ﹤0.01%
7,868
-937
795
$518K ﹤0.01%
17,546
+6
796
$518K ﹤0.01%
19,403
-321,403
797
$517K ﹤0.01%
39,711
+1,734
798
$516K ﹤0.01%
78,253
799
$515K ﹤0.01%
4,527
+74
800
$514K ﹤0.01%
9,162
+845
30 31
32
33 34