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
876
$391K ﹤0.01%
8,641
+81
877
$388K ﹤0.01%
4,243
+74
878
$388K ﹤0.01%
331,476
879
$383K ﹤0.01%
15,464
-1,878
880
$382K ﹤0.01%
3,944
-62
881
$381K ﹤0.01%
4,862
-7,676
882
$381K ﹤0.01%
818
-1
883
$381K ﹤0.01%
2,655
-210
884
$378K ﹤0.01%
4,130
+912
885
$377K ﹤0.01%
739
-114
886
$375K ﹤0.01%
48,536
+21,701
887
$372K ﹤0.01%
16,244
+6,836
888
$372K ﹤0.01%
170,721
-32
889
$372K ﹤0.01%
45,111
-3,000
890
$371K ﹤0.01%
7,085
+8
891
$370K ﹤0.01%
5,560
-70
892
$368K ﹤0.01%
5,380
893
$368K ﹤0.01%
11,019
-640
894
$367K ﹤0.01%
4,451
-164,090
895
$366K ﹤0.01%
4,491
-106
896
$366K ﹤0.01%
5,043
-1,396
897
$364K ﹤0.01%
5,750
+5,350
898
$363K ﹤0.01%
15,435
-75
899
$362K ﹤0.01%
8,090
+536
900
$361K ﹤0.01%
15,000
-339
34 35
36
37 38