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
1026
$234K ﹤0.01%
12,740
+548
1027
$233K ﹤0.01%
9,688
+5
1028
$233K ﹤0.01%
4,046
+993
1029
$232K ﹤0.01%
4,500
-122
1030
$232K ﹤0.01%
5,074
+630
1031
$231K ﹤0.01%
5,696
+129
1032
$231K ﹤0.01%
1,743
-431
1033
$231K ﹤0.01%
4,067
+23
1034
$231K ﹤0.01%
866
-50
1035
$230K ﹤0.01%
9,032
1036
$227K ﹤0.01%
11,978
+3,390
1037
$225K ﹤0.01%
6,228
+120
1038
$223K ﹤0.01%
2,847
+1,365
1039
$223K ﹤0.01%
7,915
+2,518
1040
$222K ﹤0.01%
2,196
1041
$221K ﹤0.01%
2,229
+1
1042
$221K ﹤0.01%
3,317
-786
1043
$221K ﹤0.01%
4,543
1044
$220K ﹤0.01%
4,422
-642
1045
$220K ﹤0.01%
4,358
1046
$219K ﹤0.01%
38,776
-4,994
1047
$219K ﹤0.01%
9,370
1048
$218K ﹤0.01%
7,541
-1,292
1049
$218K ﹤0.01%
1,034
+42
1050
$218K ﹤0.01%
14,123
-100
40 41
42
43 44