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
1551
$62.5K ﹤0.01%
1,000
1552
$62.4K ﹤0.01%
6,410
-38
1553
$62.4K ﹤0.01%
1,995
+650
1554
$62.2K ﹤0.01%
2,200
1555
$61.9K ﹤0.01%
2,272
+172
1556
$61.9K ﹤0.01%
8,608
+105
1557
$61.8K ﹤0.01%
580
+30
1558
$61.8K ﹤0.01%
1,158
-32
1559
$61.7K ﹤0.01%
377
+65
1560
$61.3K ﹤0.01%
1,860
+1,127
1561
$61K ﹤0.01%
571
1562
$60.9K ﹤0.01%
392
-419
1563
$60.9K ﹤0.01%
531
-60
1564
$60.8K ﹤0.01%
1,618
+572
1565
$60.6K ﹤0.01%
555
1566
$60.3K ﹤0.01%
75,025
1567
$60.2K ﹤0.01%
1,216
-1,967
1568
$60.2K ﹤0.01%
182
+158
1569
$59.8K ﹤0.01%
490
+73
1570
$59.6K ﹤0.01%
11,668
+4,495
1571
$59.5K ﹤0.01%
1,370
1572
$59K ﹤0.01%
1,708
+55
1573
$59K ﹤0.01%
687
+166
1574
$58.8K ﹤0.01%
1,724
+1,442
1575
$58.8K ﹤0.01%
554
-85
61 62
63
64 65