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
151
$61.5M 0.13%
484,656
+67,483
152
$61M 0.13%
139,421
-52,882
153
$58.5M 0.12%
1,155,179
+1,065,857
154
$58.2M 0.12%
754,363
+52,982
155
$57.8M 0.12%
967,351
+37,863
156
$56.9M 0.12%
271,867
+2,007
157
$56.7M 0.12%
736,855
-279,321
158
$55.9M 0.12%
1,702,473
+28,409
159
$55.8M 0.12%
446,250
+9,561
160
$55.3M 0.12%
361,484
+94,735
161
$53.7M 0.11%
195,222
+10,170
162
$53.5M 0.11%
9,285,923
-1,272,076
163
$52M 0.11%
1,082,317
-7,225
164
$51.1M 0.11%
180,402
+1,031
165
$50.5M 0.11%
275,495
+2,821
166
$50M 0.11%
1,528,140
+1,527,552
167
$49.9M 0.11%
573,586
-4,093
168
$49.8M 0.11%
215,051
-25,088
169
$49.4M 0.1%
213,597
-1,355
170
$49.2M 0.1%
756,819
-85,114
171
$48.7M 0.1%
333,659
-6,119
172
$47.7M 0.1%
467,485
+15,923
173
$47.5M 0.1%
535,854
+133,151
174
$47.2M 0.1%
1,336,458
+25,403
175
$46.2M 0.1%
91,611
-928
5 6
7
8 9