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
2151
$12.9K ﹤0.01%
100
-87
2152
$12.9K ﹤0.01%
680
2153
$12.9K ﹤0.01%
143
-32
2154
$12.8K ﹤0.01%
86
2155
$12.8K ﹤0.01%
100
-122
2156
$12.7K ﹤0.01%
195
+33
2157
$12.7K ﹤0.01%
644
+462
2158
$12.7K ﹤0.01%
334
+149
2159
$12.6K ﹤0.01%
252
+224
2160
$12.6K ﹤0.01%
1,300
2161
$12.6K ﹤0.01%
170
-385
2162
$12.6K ﹤0.01%
1,000
2163
$12.6K ﹤0.01%
144
2164
$12.5K ﹤0.01%
10,000
2165
$12.5K ﹤0.01%
255
-88
2166
$12.5K ﹤0.01%
410
+10
2167
$12.4K ﹤0.01%
+255
2168
$12.3K ﹤0.01%
283
-29
2169
$12.3K ﹤0.01%
277
+119
2170
$12.2K ﹤0.01%
255
-41
2171
$12.2K ﹤0.01%
225
-1,100
2172
$12.2K ﹤0.01%
+422
2173
$12.2K ﹤0.01%
219
-20
2174
$12.2K ﹤0.01%
230
2175
$12.2K ﹤0.01%
2,794
-138