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
2126
$13.9K ﹤0.01%
1,215
-162
2127
$13.9K ﹤0.01%
234
-34
2128
$13.9K ﹤0.01%
458
-82
2129
$13.8K ﹤0.01%
+1,500
2130
$13.8K ﹤0.01%
615
+115
2131
$13.8K ﹤0.01%
+10,000
2132
$13.8K ﹤0.01%
+2,166
2133
$13.8K ﹤0.01%
366
-20
2134
$13.7K ﹤0.01%
+549
2135
$13.7K ﹤0.01%
452
2136
$13.7K ﹤0.01%
82
-34
2137
$13.6K ﹤0.01%
2,024
+519
2138
$13.5K ﹤0.01%
900
-178
2139
$13.5K ﹤0.01%
1,061
+61
2140
$13.5K ﹤0.01%
814
+24
2141
$13.4K ﹤0.01%
214
2142
$13.4K ﹤0.01%
240
-356
2143
$13.4K ﹤0.01%
1,335
+50
2144
$13.3K ﹤0.01%
2,977
-3,000
2145
$13.3K ﹤0.01%
5,000
2146
$13.2K ﹤0.01%
+1,050
2147
$13.1K ﹤0.01%
25,000
+20,000
2148
$13.1K ﹤0.01%
+8,385
2149
$13.1K ﹤0.01%
2,879
+2,496
2150
$13K ﹤0.01%
800
-82
84 85
86
87 88