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
1751
$36.5K ﹤0.01%
1,324
+1,030
1752
$36.4K ﹤0.01%
302
+26
1753
$36.4K ﹤0.01%
345
+8
1754
$36.4K ﹤0.01%
2,701
1755
$36.3K ﹤0.01%
1,470
1756
$36.2K ﹤0.01%
+550
1757
$36.2K ﹤0.01%
646
+144
1758
$36.2K ﹤0.01%
453
-10
1759
$36.1K ﹤0.01%
546
+203
1760
$35.7K ﹤0.01%
415
-163
1761
$35.6K ﹤0.01%
1,575
+1,500
1762
$35.6K ﹤0.01%
+874
1763
$35.2K ﹤0.01%
720
1764
$35.2K ﹤0.01%
500
1765
$35.1K ﹤0.01%
1,461
1766
$35K ﹤0.01%
994
1767
$35K ﹤0.01%
770
-202
1768
$35K ﹤0.01%
6,560
-500
1769
$34.8K ﹤0.01%
219
1770
$34.7K ﹤0.01%
301
-21
1771
$34.6K ﹤0.01%
+1,800
1772
$34.5K ﹤0.01%
1,040
-20
1773
$34.5K ﹤0.01%
2,200
1774
$34.4K ﹤0.01%
237
+197
1775
$34.3K ﹤0.01%
261
-4
69 70
71
72 73