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
1951
$22.4K ﹤0.01%
109
-4
1952
$22.4K ﹤0.01%
562
1953
$22.4K ﹤0.01%
578
+521
1954
$22.4K ﹤0.01%
2,393
+452
1955
$22.2K ﹤0.01%
1,321
-200
1956
$22.2K ﹤0.01%
283
-56
1957
$22K ﹤0.01%
305
1958
$22K ﹤0.01%
627
-30
1959
$21.9K ﹤0.01%
150
1960
$21.7K ﹤0.01%
85
-65
1961
$21.6K ﹤0.01%
1,000
1962
$21.6K ﹤0.01%
1,234
+191
1963
$21.6K ﹤0.01%
385
-1,000
1964
$21.5K ﹤0.01%
244
+75
1965
$21.4K ﹤0.01%
+1,685
1966
$21.3K ﹤0.01%
337
1967
$21.3K ﹤0.01%
1,490
1968
$21.2K ﹤0.01%
429
1969
$21K ﹤0.01%
215
-2,149
1970
$21K ﹤0.01%
520
+382
1971
$21K ﹤0.01%
1,146
1972
$20.9K ﹤0.01%
+1,357
1973
$20.8K ﹤0.01%
2,050
1974
$20.8K ﹤0.01%
317
-274
1975
$20.8K ﹤0.01%
240
77 78
79
80 81