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
1401
$90.5K ﹤0.01%
+5,708
1402
$90.4K ﹤0.01%
6,445
-3,034
1403
$90.2K ﹤0.01%
3,475
-224
1404
$90K ﹤0.01%
4,204
+202
1405
$88.3K ﹤0.01%
3,700
+3,048
1406
$88K ﹤0.01%
4,256
1407
$87.9K ﹤0.01%
2,347
-558
1408
$87.6K ﹤0.01%
3,762
1409
$87.2K ﹤0.01%
1,698
-2
1410
$86.7K ﹤0.01%
1,828
+1,159
1411
$86.3K ﹤0.01%
5,026
+347
1412
$86.2K ﹤0.01%
809
+134
1413
$85.5K ﹤0.01%
1,899
+1,419
1414
$85.2K ﹤0.01%
1,068
1415
$84.6K ﹤0.01%
2,001
-43
1416
$84.5K ﹤0.01%
1,267
+517
1417
$84K ﹤0.01%
1,625
+8
1418
$83.9K ﹤0.01%
1,378
+8
1419
$83.3K ﹤0.01%
5,833
-640,383
1420
$83.3K ﹤0.01%
1,867
-501
1421
$82.9K ﹤0.01%
2,770
1422
$82.8K ﹤0.01%
9,581
1423
$82.5K ﹤0.01%
8,599
-1,759
1424
$82.5K ﹤0.01%
504
+362
1425
$82.2K ﹤0.01%
730
-187
55 56
57
58 59