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
176
$46.1M 0.1%
205,511
+2,143
177
$44.9M 0.09%
826,189
-7,586
178
$44.6M 0.09%
652,357
+8,201
179
$44.1M 0.09%
807,924
+5,667
180
$43.4M 0.09%
13,065,283
+669,742
181
$41.7M 0.09%
689,711
+5,363
182
$41.5M 0.09%
196,764
-422
183
$40.3M 0.09%
492,516
+5,331
184
$40.2M 0.08%
411,077
+3,136
185
$40M 0.08%
125,922
-10
186
$39.4M 0.08%
259,906
+2,115
187
$39.2M 0.08%
221,389
+2,987
188
$37.9M 0.08%
381,787
-56,546
189
$37.6M 0.08%
63,198
+6,232
190
$37.5M 0.08%
754,209
+44,265
191
$37.4M 0.08%
103,552
+23,076
192
$36.5M 0.08%
699,514
+175,435
193
$36.1M 0.08%
170,405
-2,212
194
$36M 0.08%
252,835
+12,687
195
$35.7M 0.08%
+700,000
196
$35.5M 0.08%
265,972
+258,185
197
$35.3M 0.07%
378,456
+32,227
198
$35.1M 0.07%
275,753
+3,546
199
$34.6M 0.07%
1,622,717
+92,482
200
$34M 0.07%
67,047
-348
6 7
8
9 10