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
1201
$146K ﹤0.01%
2,611
-826
1202
$146K ﹤0.01%
1,507
-668
1203
$146K ﹤0.01%
7,005
-450
1204
$145K ﹤0.01%
1,319
-157
1205
$145K ﹤0.01%
3,306
+1,141
1206
$144K ﹤0.01%
2,425
-586
1207
$143K ﹤0.01%
1,567
+21
1208
$143K ﹤0.01%
3,884
-460
1209
$143K ﹤0.01%
2,717
+119
1210
$142K ﹤0.01%
17,476
+795
1211
$141K ﹤0.01%
7,821
+3,228
1212
$141K ﹤0.01%
5,968
-2,136
1213
$140K ﹤0.01%
948
-24,174
1214
$140K ﹤0.01%
2,847
-593
1215
$139K ﹤0.01%
1,709
+37
1216
$139K ﹤0.01%
2,756
+2
1217
$139K ﹤0.01%
1,045
-1,977
1218
$138K ﹤0.01%
5,726
+5,251
1219
$138K ﹤0.01%
25,107
1220
$138K ﹤0.01%
4,662
+1,302
1221
$138K ﹤0.01%
9,459
1222
$137K ﹤0.01%
3,961
-230
1223
$136K ﹤0.01%
1,372
1224
$136K ﹤0.01%
1,996
-79
1225
$136K ﹤0.01%
2,761
-358
47 48
49
50 51