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
2001
$19.6K ﹤0.01%
203
+43
2002
$19.5K ﹤0.01%
+555
2003
$19.4K ﹤0.01%
1,000
2004
$19.4K ﹤0.01%
500
2005
$19.3K ﹤0.01%
+650
2006
$19.3K ﹤0.01%
477
+42
2007
$19.2K ﹤0.01%
250
2008
$19.2K ﹤0.01%
993
+10
2009
$19.2K ﹤0.01%
713
-3,140
2010
$19.1K ﹤0.01%
2,100
+2,000
2011
$19K ﹤0.01%
+821
2012
$18.9K ﹤0.01%
797
+236
2013
$18.8K ﹤0.01%
2,042
2014
$18.8K ﹤0.01%
300
2015
$18.8K ﹤0.01%
2,000
2016
$18.8K ﹤0.01%
250
2017
$18.7K ﹤0.01%
334
-48
2018
$18.6K ﹤0.01%
402
-422
2019
$18.6K ﹤0.01%
369
-272
2020
$18.5K ﹤0.01%
286
-86
2021
$18.5K ﹤0.01%
+1,000
2022
$18.5K ﹤0.01%
417
2023
$18.4K ﹤0.01%
413
-5,529
2024
$18.4K ﹤0.01%
1,033
-1,427
2025
$18.3K ﹤0.01%
578
79 80
81
82 83