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
1376
$95.8K ﹤0.01%
13,254
+629
1377
$95.5K ﹤0.01%
2,018
+12
1378
$95.4K ﹤0.01%
10,777
+2,510
1379
$95.3K ﹤0.01%
27,471
1380
$94.8K ﹤0.01%
3,182
1381
$94.7K ﹤0.01%
520
-71
1382
$94.6K ﹤0.01%
3,722
1383
$94.5K ﹤0.01%
7,660
1384
$94.5K ﹤0.01%
1,566
1385
$94.1K ﹤0.01%
1,341
+26
1386
$93.6K ﹤0.01%
1,613
+98
1387
$93.1K ﹤0.01%
3,310
-904
1388
$92.6K ﹤0.01%
598
-941
1389
$92.5K ﹤0.01%
711
-223
1390
$92.4K ﹤0.01%
5,267
-13,717
1391
$92.3K ﹤0.01%
8,738
+138
1392
$92K ﹤0.01%
5,325
1393
$92K ﹤0.01%
3,048
-1,768
1394
$92K ﹤0.01%
4,850
1395
$91.6K ﹤0.01%
7,963
-12
1396
$91.4K ﹤0.01%
1,359
-2,585
1397
$91.2K ﹤0.01%
4,515
-1,191
1398
$91.2K ﹤0.01%
9,174
1399
$90.7K ﹤0.01%
4,600
1400
$90.7K ﹤0.01%
+3,700