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
951
$310K ﹤0.01%
17,247
+503
952
$305K ﹤0.01%
1,819
-10
953
$304K ﹤0.01%
17,212
+626
954
$303K ﹤0.01%
2,217
-25
955
$301K ﹤0.01%
1,536
-64
956
$297K ﹤0.01%
2,467
+298
957
$297K ﹤0.01%
5,641
+3,541
958
$296K ﹤0.01%
6,291
-546
959
$295K ﹤0.01%
11,055
+2,907
960
$294K ﹤0.01%
6,589
+645
961
$293K ﹤0.01%
3,383
-220
962
$291K ﹤0.01%
5,837
+2,662
963
$291K ﹤0.01%
1,858
+206
964
$290K ﹤0.01%
11,825
-627
965
$289K ﹤0.01%
7,021
+1,705
966
$289K ﹤0.01%
63,988
967
$287K ﹤0.01%
5,242
+488
968
$286K ﹤0.01%
10,000
969
$285K ﹤0.01%
42,000
970
$285K ﹤0.01%
7,440
+299
971
$284K ﹤0.01%
4,084
+1,572
972
$284K ﹤0.01%
15,915
+842
973
$282K ﹤0.01%
3,991
+352
974
$280K ﹤0.01%
8,464
-3,405
975
$280K ﹤0.01%
3,409
-421
37 38
39
40 41