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
926
$341K ﹤0.01%
2,101
+633
927
$340K ﹤0.01%
14,133
-3,000
928
$339K ﹤0.01%
3,816
+336
929
$339K ﹤0.01%
2,353
+148
930
$337K ﹤0.01%
6,064
-54
931
$337K ﹤0.01%
14,700
932
$336K ﹤0.01%
5,739
+644
933
$335K ﹤0.01%
+9,860
934
$335K ﹤0.01%
9,977
935
$334K ﹤0.01%
3,089
-195
936
$334K ﹤0.01%
221,024
937
$333K ﹤0.01%
10,413
938
$326K ﹤0.01%
209
+40
939
$326K ﹤0.01%
1,816
+73
940
$326K ﹤0.01%
1,800
941
$324K ﹤0.01%
2,382
-129
942
$319K ﹤0.01%
4,905
-200
943
$318K ﹤0.01%
5,548
-5,905
944
$316K ﹤0.01%
3,636
945
$315K ﹤0.01%
4,165
-253
946
$314K ﹤0.01%
10,700
+200
947
$314K ﹤0.01%
178,241
948
$313K ﹤0.01%
5,094
-96
949
$313K ﹤0.01%
986
-450
950
$312K ﹤0.01%
1,665
+29
36 37
38
39 40