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
2026
$18.3K ﹤0.01%
60
-18
2027
$18.3K ﹤0.01%
318
-785
2028
$18.1K ﹤0.01%
2,300
-2,022
2029
$18.1K ﹤0.01%
+2,500
2030
$18.1K ﹤0.01%
2,175
-4,441
2031
$18.1K ﹤0.01%
773
+491
2032
$17.9K ﹤0.01%
1,907
2033
$17.9K ﹤0.01%
334
2034
$17.9K ﹤0.01%
197
-66
2035
$17.9K ﹤0.01%
1,000
2036
$17.9K ﹤0.01%
+1,600
2037
$17.8K ﹤0.01%
248
+60
2038
$17.8K ﹤0.01%
938
+88
2039
$17.8K ﹤0.01%
231
+122
2040
$17.7K ﹤0.01%
463
-22
2041
$17.7K ﹤0.01%
198
2042
$17.7K ﹤0.01%
7,552
2043
$17.7K ﹤0.01%
1,342
+739
2044
$17.6K ﹤0.01%
2,170
2045
$17.6K ﹤0.01%
+711
2046
$17.6K ﹤0.01%
400
2047
$17.6K ﹤0.01%
1,500
+1,248
2048
$17.6K ﹤0.01%
356
+181
2049
$17.5K ﹤0.01%
300
2050
$17.4K ﹤0.01%
343
80 81
82
83 84