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
201
$32.6M 0.07%
537,067
+141,127
202
$31.9M 0.07%
870,504
+169
203
$31.9M 0.07%
671,242
-185,223
204
$31.2M 0.07%
977,284
-8,642
205
$31.1M 0.07%
142,460
-9,106
206
$30.9M 0.07%
321,961
+18,382
207
$30.8M 0.07%
303,136
+52,853
208
$30.8M 0.07%
477,551
+25,411
209
$30.7M 0.06%
325,324
-68,373
210
$30.4M 0.06%
66,854
-104,291
211
$30.4M 0.06%
254,691
+10,083
212
$29.8M 0.06%
178,920
+5,410
213
$29.7M 0.06%
131,448
-3,524
214
$29.6M 0.06%
295,433
-4,582
215
$29.6M 0.06%
846,520
-177,627
216
$29.5M 0.06%
317,968
+19,257
217
$29.3M 0.06%
318,746
+173,850
218
$29.1M 0.06%
179,527
-1,767
219
$28.7M 0.06%
155,184
+139,380
220
$28.3M 0.06%
704,764
+90,760
221
$27.5M 0.06%
84,757
-1,021
222
$27.5M 0.06%
538,456
+1,554
223
$27.5M 0.06%
150,462
-1,047,544
224
$27.5M 0.06%
396,553
-16,744
225
$27.3M 0.06%
1,418,802
+1,086
7 8
9
10 11