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
851
$420K ﹤0.01%
250,190
852
$419K ﹤0.01%
6,794
-280
853
$417K ﹤0.01%
2,312
-34
854
$417K ﹤0.01%
6,841
-536
855
$417K ﹤0.01%
2,406
+62
856
$417K ﹤0.01%
6,534
-421
857
$416K ﹤0.01%
6,865
-126
858
$413K ﹤0.01%
3,629
-121
859
$412K ﹤0.01%
9,156
+2,364
860
$410K ﹤0.01%
3,616
-221
861
$410K ﹤0.01%
8,719
-1,326
862
$408K ﹤0.01%
59,942
863
$407K ﹤0.01%
5,881
-1,561
864
$407K ﹤0.01%
8,217
-412,279
865
$406K ﹤0.01%
4,410
866
$405K ﹤0.01%
11,516
867
$405K ﹤0.01%
3,667
+200
868
$402K ﹤0.01%
5,069
-1,090
869
$402K ﹤0.01%
2,846
+24
870
$402K ﹤0.01%
+8,282
871
$400K ﹤0.01%
3,989
+1,070
872
$399K ﹤0.01%
11,930
873
$397K ﹤0.01%
8,909
+3
874
$395K ﹤0.01%
4,204
875
$395K ﹤0.01%
6,230
-316
33 34
35
36 37