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
1276
$123K ﹤0.01%
4,335
-160
1277
$122K ﹤0.01%
1,594
1278
$122K ﹤0.01%
10,502
-781
1279
$122K ﹤0.01%
2,432
-1,055
1280
$122K ﹤0.01%
1,450
+1,050
1281
$121K ﹤0.01%
1,952
+1,286
1282
$121K ﹤0.01%
1,343
-1,424
1283
$120K ﹤0.01%
1,791
1284
$120K ﹤0.01%
1,409
+1
1285
$120K ﹤0.01%
7,029
+1,639
1286
$120K ﹤0.01%
941
-266
1287
$119K ﹤0.01%
18,000
+8,000
1288
$119K ﹤0.01%
2,020
+14
1289
$119K ﹤0.01%
8,378
+280
1290
$119K ﹤0.01%
2,497
+43
1291
$119K ﹤0.01%
12,375
+1,950
1292
$119K ﹤0.01%
2,941
-416
1293
$118K ﹤0.01%
6,510
1294
$118K ﹤0.01%
11,300
1295
$118K ﹤0.01%
3,421
+368
1296
$117K ﹤0.01%
4,651
+350
1297
$117K ﹤0.01%
1,146
+118
1298
$116K ﹤0.01%
328
-216
1299
$116K ﹤0.01%
1,651
+430
1300
$116K ﹤0.01%
7,640
50 51
52
53 54