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
2051
$17.4K ﹤0.01%
360
-145
2052
$17.4K ﹤0.01%
1,088
2053
$17.4K ﹤0.01%
5,000
-5,000
2054
$17.2K ﹤0.01%
2,131
+2
2055
$17.2K ﹤0.01%
1,467
2056
$17.1K ﹤0.01%
75
+70
2057
$17.1K ﹤0.01%
2,500
2058
$17K ﹤0.01%
167
-28
2059
$17K ﹤0.01%
1,475
-369
2060
$17K ﹤0.01%
2,000
2061
$16.9K ﹤0.01%
110
+65
2062
$16.9K ﹤0.01%
+495
2063
$16.8K ﹤0.01%
20,000
2064
$16.8K ﹤0.01%
1,403
+539
2065
$16.8K ﹤0.01%
573
-4,203
2066
$16.7K ﹤0.01%
240
2067
$16.5K ﹤0.01%
536
+93
2068
$16.5K ﹤0.01%
394
+305
2069
$16.4K ﹤0.01%
449
-354
2070
$16.2K ﹤0.01%
675
-695
2071
$16.2K ﹤0.01%
43
2072
$16.2K ﹤0.01%
73
-511
2073
$16.1K ﹤0.01%
+721
2074
$16.1K ﹤0.01%
1,215
-280
2075
$16K ﹤0.01%
272
81 82
83
84 85