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
1801
$31.7K ﹤0.01%
2,030
+30
1802
$31.6K ﹤0.01%
2,700
1803
$31.6K ﹤0.01%
889
-300
1804
$31.6K ﹤0.01%
3,000
-500
1805
$31.5K ﹤0.01%
200
+55
1806
$31.5K ﹤0.01%
1,068
+926
1807
$31.4K ﹤0.01%
+1,158
1808
$31.4K ﹤0.01%
618
+280
1809
$31.4K ﹤0.01%
3,277
-14
1810
$31.4K ﹤0.01%
494
-53
1811
$31.3K ﹤0.01%
2,558
+674
1812
$31.3K ﹤0.01%
1,772
+943
1813
$31.2K ﹤0.01%
795
1814
$31.1K ﹤0.01%
948
+158
1815
$31.1K ﹤0.01%
551
-10
1816
$31K ﹤0.01%
373
-21
1817
$30.9K ﹤0.01%
543
+114
1818
$30.7K ﹤0.01%
2,882
-578
1819
$30.7K ﹤0.01%
2,504
1820
$30.7K ﹤0.01%
5,313
1821
$30.6K ﹤0.01%
1,152
+987
1822
$30.6K ﹤0.01%
+3,200
1823
$30.5K ﹤0.01%
641
1824
$30.5K ﹤0.01%
2,253
1825
$30.3K ﹤0.01%
259
+59
71 72
73
74 75