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
1876
$27.5K ﹤0.01%
1,131
+64
1877
$27.4K ﹤0.01%
1,500
-1,166
1878
$27.3K ﹤0.01%
260
+1
1879
$27.3K ﹤0.01%
1,110
+91
1880
$27.2K ﹤0.01%
3,320
-444
1881
$27.2K ﹤0.01%
374
-15,826
1882
$27.2K ﹤0.01%
895
+55
1883
$27.2K ﹤0.01%
1,361
+10
1884
$27.1K ﹤0.01%
+839
1885
$27.1K ﹤0.01%
2,566
+1,108
1886
$27.1K ﹤0.01%
+1,243
1887
$27K ﹤0.01%
463
+292
1888
$27K ﹤0.01%
865
+132
1889
$27K ﹤0.01%
8,700
1890
$27K ﹤0.01%
360
1891
$26.9K ﹤0.01%
+802
1892
$26.9K ﹤0.01%
+3,470
1893
$26.7K ﹤0.01%
460
1894
$26.6K ﹤0.01%
1,006
1895
$26.5K ﹤0.01%
2,050
+50
1896
$26.5K ﹤0.01%
1,174
+276
1897
$26.5K ﹤0.01%
1,220
1898
$26.5K ﹤0.01%
639
+139
1899
$26.1K ﹤0.01%
256
+1
1900
$26K ﹤0.01%
+3,258
74 75
76
77 78