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
1526
$66.7K ﹤0.01%
22,233
1527
$66.6K ﹤0.01%
9,344
-624
1528
$66.6K ﹤0.01%
960
-421
1529
$66.5K ﹤0.01%
1,877
+27
1530
$66.4K ﹤0.01%
1,500
1531
$65.9K ﹤0.01%
1,371
-624
1532
$65.9K ﹤0.01%
1,800
+700
1533
$65.8K ﹤0.01%
962
1534
$65.7K ﹤0.01%
1,078
+147
1535
$65.7K ﹤0.01%
540
-8,114
1536
$65.5K ﹤0.01%
2,638
+416
1537
$65.5K ﹤0.01%
+451
1538
$65.4K ﹤0.01%
7,122
+1,926
1539
$65K ﹤0.01%
864
-331
1540
$64.5K ﹤0.01%
1,721
-1,338
1541
$64.5K ﹤0.01%
2,621
+729
1542
$64.4K ﹤0.01%
2,497
-5,729
1543
$64.3K ﹤0.01%
1,700
+106
1544
$64.2K ﹤0.01%
829
+529
1545
$63.8K ﹤0.01%
1,689
+596
1546
$63.7K ﹤0.01%
680
1547
$63.5K ﹤0.01%
5,006
-2,317
1548
$63.4K ﹤0.01%
+25,000
1549
$63.3K ﹤0.01%
239
+145
1550
$63.2K ﹤0.01%
2,116
+159
60 61
62
63 64