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
1976
$20.8K ﹤0.01%
401
1977
$20.8K ﹤0.01%
166
+1
1978
$20.7K ﹤0.01%
1,258
+58
1979
$20.6K ﹤0.01%
1,128
-1,000
1980
$20.6K ﹤0.01%
+500
1981
$20.5K ﹤0.01%
507
-201
1982
$20.4K ﹤0.01%
722
+533
1983
$20.4K ﹤0.01%
3,160
+205
1984
$20.4K ﹤0.01%
385
-188
1985
$20.4K ﹤0.01%
2,489
-8,109
1986
$20.3K ﹤0.01%
3,995
-2
1987
$20.3K ﹤0.01%
+1,305
1988
$20.2K ﹤0.01%
1,214
+248
1989
$20.2K ﹤0.01%
1,996
+20
1990
$20K ﹤0.01%
335
1991
$20K ﹤0.01%
858
+19
1992
$19.9K ﹤0.01%
300
1993
$19.9K ﹤0.01%
200
1994
$19.8K ﹤0.01%
+215
1995
$19.8K ﹤0.01%
+500
1996
$19.7K ﹤0.01%
650
+450
1997
$19.7K ﹤0.01%
192
+42
1998
$19.7K ﹤0.01%
1,165
1999
$19.7K ﹤0.01%
845
-2,331
2000
$19.6K ﹤0.01%
3,000
78 79
80
81 82