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
1576
$58.7K ﹤0.01%
2,446
+5
1577
$58.6K ﹤0.01%
12,907
+11,707
1578
$58.5K ﹤0.01%
2,056
+56
1579
$58.5K ﹤0.01%
+644
1580
$58.4K ﹤0.01%
+40,000
1581
$58.2K ﹤0.01%
1,000
-488
1582
$58.2K ﹤0.01%
516
+239
1583
$58.1K ﹤0.01%
266
-453
1584
$57.8K ﹤0.01%
829
+362
1585
$57.7K ﹤0.01%
2,085
1586
$57.5K ﹤0.01%
1,140
-37
1587
$57.4K ﹤0.01%
1,809
1588
$57.4K ﹤0.01%
+5,077
1589
$56.6K ﹤0.01%
1,216
-978
1590
$56.5K ﹤0.01%
2,239
1591
$56.4K ﹤0.01%
343
1592
$56.3K ﹤0.01%
2,489
+538
1593
$56.3K ﹤0.01%
33
-1
1594
$56.2K ﹤0.01%
2,155
1595
$56K ﹤0.01%
2,070
1596
$55.9K ﹤0.01%
1,000
-162,892
1597
$55.8K ﹤0.01%
3,720
-5,943
1598
$55.5K ﹤0.01%
1,741
-701
1599
$55.5K ﹤0.01%
3,171
+129
1600
$55.2K ﹤0.01%
538
+396
62 63
64
65 66