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
1676
$43.2K ﹤0.01%
659
-278
1677
$43.1K ﹤0.01%
707
-35
1678
$43.1K ﹤0.01%
2,638
-536
1679
$42.7K ﹤0.01%
1,020
+69
1680
$42.6K ﹤0.01%
7,000
1681
$42.5K ﹤0.01%
1,286
+222
1682
$42.5K ﹤0.01%
3,343
+1,562
1683
$42.4K ﹤0.01%
2,870
1684
$42.3K ﹤0.01%
463
-61,946
1685
$42.1K ﹤0.01%
7,000
-1,500
1686
$41.9K ﹤0.01%
1,610
-142
1687
$41.8K ﹤0.01%
401
-13
1688
$41.8K ﹤0.01%
867
-130
1689
$41.7K ﹤0.01%
1,155
-1
1690
$41.7K ﹤0.01%
1,597
-21
1691
$41.6K ﹤0.01%
200
-50
1692
$41.6K ﹤0.01%
2,489
+291
1693
$41.4K ﹤0.01%
567
1694
$41.4K ﹤0.01%
2,318
-1,514
1695
$41.4K ﹤0.01%
1,347
-427
1696
$41.1K ﹤0.01%
2,000
1697
$41.1K ﹤0.01%
2,144
1698
$41K ﹤0.01%
381
-99
1699
$41K ﹤0.01%
701
+309
1700
$41K ﹤0.01%
500
66 67
68
69 70