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
1001
$252K ﹤0.01%
2,426
+401
1002
$252K ﹤0.01%
9,230
+28
1003
$252K ﹤0.01%
6,655
-311
1004
$251K ﹤0.01%
12,977
1005
$250K ﹤0.01%
1,704
+20
1006
$250K ﹤0.01%
3,326
+1,625
1007
$248K ﹤0.01%
9,773
+3,663
1008
$248K ﹤0.01%
4,645
-1,640
1009
$247K ﹤0.01%
19,111
1010
$247K ﹤0.01%
13,749
-974
1011
$247K ﹤0.01%
20,000
1012
$246K ﹤0.01%
3,424
-60
1013
$244K ﹤0.01%
5,033
1014
$244K ﹤0.01%
5,596
-191
1015
$243K ﹤0.01%
4,524
-756
1016
$242K ﹤0.01%
2,099
-1,000
1017
$239K ﹤0.01%
6,211
-3,340
1018
$239K ﹤0.01%
6,597
+1,597
1019
$238K ﹤0.01%
4,882
-49
1020
$238K ﹤0.01%
+4,765
1021
$237K ﹤0.01%
3,127
+137
1022
$236K ﹤0.01%
18,887
-26,083
1023
$236K ﹤0.01%
1,422
+538
1024
$236K ﹤0.01%
+42,924
1025
$234K ﹤0.01%
16,910
-3,500
39 40
41
42 43