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
1151
$164K ﹤0.01%
3,137
-2,152
1152
$163K ﹤0.01%
1,377
+6
1153
$163K ﹤0.01%
4,767
+262
1154
$162K ﹤0.01%
1,274
+30
1155
$162K ﹤0.01%
1,472
+312
1156
$162K ﹤0.01%
739
+30
1157
$161K ﹤0.01%
4,949
+2,311
1158
$161K ﹤0.01%
11,993
1159
$160K ﹤0.01%
5,050
+3
1160
$160K ﹤0.01%
1,295
+128
1161
$160K ﹤0.01%
6,000
-288
1162
$160K ﹤0.01%
5,697
+525
1163
$159K ﹤0.01%
834
+85
1164
$159K ﹤0.01%
2,441
-580
1165
$158K ﹤0.01%
338
+3
1166
$157K ﹤0.01%
1,988
-1,672
1167
$156K ﹤0.01%
4,098
+1,269
1168
$156K ﹤0.01%
3,439
1169
$156K ﹤0.01%
12,561
-9
1170
$156K ﹤0.01%
4,800
-1,178
1171
$155K ﹤0.01%
14,390
+675
1172
$155K ﹤0.01%
7,069
+6,213
1173
$154K ﹤0.01%
1,400
1174
$154K ﹤0.01%
26,000
1175
$153K ﹤0.01%
14,900
-202
45 46
47
48 49