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
1326
$108K ﹤0.01%
12,000
1327
$108K ﹤0.01%
8,107
+325
1328
$108K ﹤0.01%
1,805
-811
1329
$107K ﹤0.01%
785
-201
1330
$107K ﹤0.01%
13,500
-23,000
1331
$107K ﹤0.01%
10,000
1332
$106K ﹤0.01%
3,376
+755
1333
$106K ﹤0.01%
5,195
-1,628
1334
$106K ﹤0.01%
9,909
-2,082
1335
$105K ﹤0.01%
10,770
-4,900
1336
$105K ﹤0.01%
191
+78
1337
$104K ﹤0.01%
611
1338
$104K ﹤0.01%
182
-3
1339
$104K ﹤0.01%
2,051
+1
1340
$103K ﹤0.01%
915
-1,939
1341
$103K ﹤0.01%
2,907
+1,905
1342
$102K ﹤0.01%
1,474
+902
1343
$102K ﹤0.01%
2,780
1344
$102K ﹤0.01%
9,578
+5,808
1345
$102K ﹤0.01%
1,401
+55
1346
$102K ﹤0.01%
3,518
-726
1347
$102K ﹤0.01%
1,480
1348
$102K ﹤0.01%
70,000
1349
$101K ﹤0.01%
77,887
+34,705
1350
$101K ﹤0.01%
4,051
-589
52 53
54
55 56