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
101
$111M 0.23%
121,876
-2,964
102
$110M 0.23%
3,708,008
+93,891
103
$108M 0.23%
1,190,811
+1,172,866
104
$106M 0.22%
479,827
+13,688
105
$105M 0.22%
1,249,661
+15,809
106
$105M 0.22%
601,114
+26,028
107
$105M 0.22%
331,467
+219,469
108
$104M 0.22%
615,997
+525,117
109
$102M 0.22%
374,850
-118,713
110
$102M 0.21%
60,634
+58
111
$102M 0.21%
193,282
-34,035
112
$96.6M 0.2%
394,359
+386,314
113
$96.5M 0.2%
444,433
+8,324
114
$95.9M 0.2%
908,581
+68,689
115
$95.9M 0.2%
477,518
-86,616
116
$95.6M 0.2%
437,796
-118,133
117
$95.1M 0.2%
305,200
+186,209
118
$95.1M 0.2%
456,559
+19,598
119
$93M 0.2%
3,396,366
+58,771
120
$92.3M 0.19%
329,195
+632
121
$90.6M 0.19%
1,022,778
-7,087
122
$88.3M 0.19%
362,166
+15,299
123
$85.7M 0.18%
541,235
+43,739
124
$85.5M 0.18%
311,071
+2,353
125
$84.6M 0.18%
269,950
-53,574
3 4
5
6 7