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
1601
$55K ﹤0.01%
2,702
1602
$54.5K ﹤0.01%
4,000
1603
$54.4K ﹤0.01%
2,383
+292
1604
$53.8K ﹤0.01%
659
-203
1605
$53.7K ﹤0.01%
827
+239
1606
$53.5K ﹤0.01%
1,023
+22
1607
$53.4K ﹤0.01%
1,200
1608
$53.2K ﹤0.01%
724
+125
1609
$53.2K ﹤0.01%
4,301
+2,001
1610
$52K ﹤0.01%
296
+132
1611
$51.9K ﹤0.01%
8,518
+286
1612
$51.8K ﹤0.01%
7,500
1613
$51.8K ﹤0.01%
1,443
+318
1614
$51.7K ﹤0.01%
+2,000
1615
$51.6K ﹤0.01%
1,450
+76
1616
$50.9K ﹤0.01%
634
+269
1617
$50.9K ﹤0.01%
486
+6
1618
$50.9K ﹤0.01%
607
1619
$50.9K ﹤0.01%
1,128
+880
1620
$50.8K ﹤0.01%
+2,329
1621
$50.3K ﹤0.01%
890
+340
1622
$50.1K ﹤0.01%
612
+174
1623
$50K ﹤0.01%
777
+191
1624
$49.9K ﹤0.01%
+1,289
1625
$49.9K ﹤0.01%
1,000
63 64
65
66 67