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
1226
$136K ﹤0.01%
989
-273
1227
$135K ﹤0.01%
4,820
-1,438
1228
$135K ﹤0.01%
5,769
-518
1229
$135K ﹤0.01%
17,563
1230
$134K ﹤0.01%
1,298
+293
1231
$134K ﹤0.01%
2,630
-4,153
1232
$134K ﹤0.01%
13,566
1233
$134K ﹤0.01%
6,218
+3,002
1234
$134K ﹤0.01%
2,000
1235
$133K ﹤0.01%
4,848
-49,622
1236
$133K ﹤0.01%
1,365
1237
$132K ﹤0.01%
1,162
-222
1238
$132K ﹤0.01%
4,699
+1,760
1239
$131K ﹤0.01%
3,369
-231
1240
$131K ﹤0.01%
1,224
+41
1241
$130K ﹤0.01%
1,220
1242
$130K ﹤0.01%
8,384
-1,815
1243
$130K ﹤0.01%
2,500
1244
$130K ﹤0.01%
2,082
+72
1245
$130K ﹤0.01%
2,649
+311
1246
$129K ﹤0.01%
1,707
+250
1247
$129K ﹤0.01%
1,877
+537
1248
$129K ﹤0.01%
3,272
+9
1249
$129K ﹤0.01%
+4,067
1250
$129K ﹤0.01%
1,423
-4,910
48 49
50
51 52