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
1101
$188K ﹤0.01%
3,159
-1,171
1102
$187K ﹤0.01%
2,791
+50
1103
$187K ﹤0.01%
2,108
+493
1104
$187K ﹤0.01%
21,845
+7,160
1105
$186K ﹤0.01%
3,403
+757
1106
$186K ﹤0.01%
2,172
1107
$185K ﹤0.01%
5,035
+224
1108
$184K ﹤0.01%
2,013
+416
1109
$183K ﹤0.01%
2,231
+402
1110
$182K ﹤0.01%
4,000
1111
$181K ﹤0.01%
19,825
1112
$180K ﹤0.01%
642
+171
1113
$179K ﹤0.01%
+5,914
1114
$179K ﹤0.01%
5,174
-4,035
1115
$178K ﹤0.01%
9,182
-3,271
1116
$178K ﹤0.01%
2,456
-15
1117
$177K ﹤0.01%
8,500
1118
$176K ﹤0.01%
1,339
-50,407
1119
$175K ﹤0.01%
77,275
+12,939
1120
$175K ﹤0.01%
3,514
-194
1121
$175K ﹤0.01%
4,126
-554
1122
$175K ﹤0.01%
6,296
+6,292
1123
$175K ﹤0.01%
15,029
-62,726
1124
$174K ﹤0.01%
581
+31
1125
$173K ﹤0.01%
3,009
+953
43 44
45
46 47