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
126
$84.3M 0.18%
1,030,783
-27,164
127
$83.4M 0.18%
1,142,476
-23,551
128
$82.8M 0.17%
294,336
+64,261
129
$80.3M 0.17%
5,039,705
+1,795,648
130
$80M 0.17%
1,013,832
-13,346
131
$76.9M 0.16%
1,045,107
-153,738
132
$76.5M 0.16%
2,396,814
+118,990
133
$75.7M 0.16%
535,471
+83,573
134
$75.4M 0.16%
102
+53
135
$75.2M 0.16%
3,203,463
-120,603
136
$75.1M 0.16%
978,314
+914,461
137
$74.3M 0.16%
4,633,089
-303,893
138
$73.3M 0.15%
702,977
-75,523
139
$72.9M 0.15%
20,830
+61
140
$71.8M 0.15%
190,320
-5,608
141
$71.6M 0.15%
418,155
+14,039
142
$71.1M 0.15%
2,902,824
+2,901,629
143
$67.9M 0.14%
167,977
+4,190
144
$66.8M 0.14%
137,202
+148
145
$66M 0.14%
142,705
+8,979
146
$65.4M 0.14%
157,259
+20,594
147
$65.2M 0.14%
88,146
-55,085
148
$64.9M 0.14%
521,522
-4,484
149
$61.9M 0.13%
427,741
-79,133
150
$61.7M 0.13%
491,692
+3,131
4 5
6
7 8