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
2176
$12.1K ﹤0.01%
484
2177
$12.1K ﹤0.01%
+1,170
2178
$12.1K ﹤0.01%
+5,555
2179
$12K ﹤0.01%
335
2180
$12K ﹤0.01%
426
+400
2181
$11.9K ﹤0.01%
150
2182
$11.9K ﹤0.01%
2,400
-200
2183
$11.8K ﹤0.01%
113
+36
2184
$11.8K ﹤0.01%
711
-842
2185
$11.8K ﹤0.01%
335
+140
2186
$11.7K ﹤0.01%
+307
2187
$11.7K ﹤0.01%
1,000
+500
2188
$11.7K ﹤0.01%
57
2189
$11.7K ﹤0.01%
554
-1,825
2190
$11.6K ﹤0.01%
1,000
2191
$11.6K ﹤0.01%
351
2192
$11.5K ﹤0.01%
446
2193
$11.5K ﹤0.01%
446
2194
$11.4K ﹤0.01%
+305
2195
$11.4K ﹤0.01%
+253
2196
$11.3K ﹤0.01%
+291
2197
$11.3K ﹤0.01%
326
2198
$11.3K ﹤0.01%
97
+45
2199
$11.3K ﹤0.01%
+283
2200
$11.3K ﹤0.01%
+274
86 87
88
89 90