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
1476
$74K ﹤0.01%
+1,428
1477
$74K ﹤0.01%
+3,288
1478
$74K ﹤0.01%
11,104
+250
1479
$73.6K ﹤0.01%
1,027
+85
1480
$73.5K ﹤0.01%
656
-43
1481
$73.4K ﹤0.01%
1,071
-116
1482
$73.3K ﹤0.01%
2,229
-343
1483
$73.3K ﹤0.01%
3,559
-3,248
1484
$73.3K ﹤0.01%
812
-201
1485
$73.3K ﹤0.01%
681
1486
$73.2K ﹤0.01%
5,998
+5,675
1487
$73.2K ﹤0.01%
3,055
+2,274
1488
$72.7K ﹤0.01%
1,125
1489
$72.6K ﹤0.01%
3,012
+157
1490
$72.3K ﹤0.01%
1,099
-3,300
1491
$71.6K ﹤0.01%
1,145
-1,099
1492
$71.3K ﹤0.01%
3,178
-533
1493
$71.3K ﹤0.01%
12,501
-13
1494
$71.2K ﹤0.01%
727
+474
1495
$71K ﹤0.01%
3,698
1496
$70.9K ﹤0.01%
714
-3,291
1497
$70.9K ﹤0.01%
1,665
1498
$70.8K ﹤0.01%
1,294
+98
1499
$70.6K ﹤0.01%
1,309
-331
1500
$70.2K ﹤0.01%
2,504
-52
58 59
60
61 62