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
826
$475K ﹤0.01%
4,454
-282
827
$475K ﹤0.01%
10,000
828
$474K ﹤0.01%
9,371
-153
829
$473K ﹤0.01%
13,619
-483
830
$469K ﹤0.01%
13,297
+12,269
831
$469K ﹤0.01%
2,342
-1,041
832
$462K ﹤0.01%
275
+161
833
$457K ﹤0.01%
10,740
834
$454K ﹤0.01%
3,431
-7,187
835
$453K ﹤0.01%
13,339
-242,775
836
$453K ﹤0.01%
18,422
+424
837
$452K ﹤0.01%
8,418
-44
838
$447K ﹤0.01%
6,042
-2,088
839
$445K ﹤0.01%
2,937
-2,575
840
$440K ﹤0.01%
2,001
+62
841
$435K ﹤0.01%
16,213
-119
842
$434K ﹤0.01%
4,578
-1,108
843
$434K ﹤0.01%
8,300
844
$431K ﹤0.01%
171
-10
845
$430K ﹤0.01%
4,235
+1
846
$429K ﹤0.01%
18,400
847
$428K ﹤0.01%
1,108
-54
848
$425K ﹤0.01%
30,567
-9,475
849
$425K ﹤0.01%
500,000
850
$422K ﹤0.01%
11,036
+4,971
32 33
34
35 36