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
1251
$129K ﹤0.01%
5,864
+1,084
1252
$128K ﹤0.01%
1,840
1253
$128K ﹤0.01%
4,234
-935
1254
$128K ﹤0.01%
+1,981
1255
$128K ﹤0.01%
732
+49
1256
$128K ﹤0.01%
7,650
1257
$127K ﹤0.01%
14,020
+7,500
1258
$127K ﹤0.01%
5,117
+4,520
1259
$127K ﹤0.01%
1,357
+26
1260
$127K ﹤0.01%
4,389
+4,289
1261
$127K ﹤0.01%
1,347
+26
1262
$126K ﹤0.01%
1,795
1263
$126K ﹤0.01%
3,937
-15
1264
$126K ﹤0.01%
2,032
+1
1265
$125K ﹤0.01%
2,662
-234
1266
$125K ﹤0.01%
+5,642
1267
$125K ﹤0.01%
4,883
+796
1268
$124K ﹤0.01%
4,294
+731
1269
$124K ﹤0.01%
4,493
+8
1270
$124K ﹤0.01%
2,481
-801
1271
$124K ﹤0.01%
+10,000
1272
$123K ﹤0.01%
2,842
-20,370
1273
$123K ﹤0.01%
+2,497
1274
$123K ﹤0.01%
2,234
+1,743
1275
$123K ﹤0.01%
1,695
49 50
51
52 53