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
2076
$16K ﹤0.01%
1,232
2077
$16K ﹤0.01%
1,194
-423
2078
$15.9K ﹤0.01%
10,000
2079
$15.9K ﹤0.01%
321
2080
$15.8K ﹤0.01%
+2,000
2081
$15.8K ﹤0.01%
582
2082
$15.8K ﹤0.01%
425
2083
$15.8K ﹤0.01%
750
2084
$15.7K ﹤0.01%
700
2085
$15.7K ﹤0.01%
+550
2086
$15.6K ﹤0.01%
7,250
-2,807
2087
$15.6K ﹤0.01%
1,800
-3,565
2088
$15.5K ﹤0.01%
175
+25
2089
$15.4K ﹤0.01%
123
-153
2090
$15.4K ﹤0.01%
534
+56
2091
$15.3K ﹤0.01%
3,295
-3,380
2092
$15.3K ﹤0.01%
1,614
2093
$15.3K ﹤0.01%
+3,300
2094
$15.2K ﹤0.01%
+282
2095
$15K ﹤0.01%
199
-195
2096
$14.8K ﹤0.01%
246
-15
2097
$14.8K ﹤0.01%
223
-720
2098
$14.8K ﹤0.01%
1,022
-1,060
2099
$14.8K ﹤0.01%
190
2100
$14.8K ﹤0.01%
2,063
-3
82 83
84
85 86