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
76
$172M 0.36%
1,887,720
-1,178,558
77
$171M 0.36%
1,966,260
+129,410
78
$171M 0.36%
900,108
-58,278
79
$170M 0.36%
2,831,770
-34,443
80
$168M 0.36%
3,683,852
+6,909
81
$167M 0.35%
1,008,048
-6,718
82
$158M 0.33%
628,976
+596,260
83
$158M 0.33%
3,438,016
-72,976
84
$158M 0.33%
1,405,429
+14,427
85
$157M 0.33%
1,788,945
+1,230
86
$154M 0.32%
1,000,306
-19,719
87
$151M 0.32%
987,128
-59,771
88
$149M 0.32%
2,651,774
+141,688
89
$145M 0.31%
340,124
+2,159
90
$139M 0.29%
865,345
-9,844
91
$135M 0.29%
2,898,179
-8,827
92
$135M 0.28%
932,365
-17,349
93
$134M 0.28%
1,827,003
+1,497,912
94
$130M 0.27%
1,857,721
+62,329
95
$124M 0.26%
1,009,029
-837,214
96
$122M 0.26%
66,715
-10,165
97
$119M 0.25%
240,160
-104,020
98
$118M 0.25%
785,665
-38,315
99
$113M 0.24%
2,839,805
-1,570,426
100
$111M 0.24%
3,293,984
+78,889
2 3
4
5 6