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
2201
$11.3K ﹤0.01%
264
+10
2202
$11.3K ﹤0.01%
+276
2203
$11.2K ﹤0.01%
+269
2204
$11.2K ﹤0.01%
+264
2205
$11.2K ﹤0.01%
+243
2206
$11.2K ﹤0.01%
+255
2207
$11.2K ﹤0.01%
+261
2208
$11.2K ﹤0.01%
+292
2209
$11.2K ﹤0.01%
244
-1,355
2210
$11.1K ﹤0.01%
+344
2211
$11.1K ﹤0.01%
205
-117
2212
$11.1K ﹤0.01%
318
2213
$11.1K ﹤0.01%
+172
2214
$11.1K ﹤0.01%
+254
2215
$11K ﹤0.01%
452
2216
$10.9K ﹤0.01%
1,129
+2
2217
$10.9K ﹤0.01%
+217
2218
$10.9K ﹤0.01%
279
-221
2219
$10.9K ﹤0.01%
184
2220
$10.8K ﹤0.01%
247
2221
$10.8K ﹤0.01%
506
+260
2222
$10.8K ﹤0.01%
+10,000
2223
$10.8K ﹤0.01%
580
2224
$10.8K ﹤0.01%
485
-74,670
2225
$10.8K ﹤0.01%
464
+134
87 88
89
90 91