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
2276
$8.9K ﹤0.01%
800
2277
$8.84K ﹤0.01%
528
2278
$8.76K ﹤0.01%
357
+7
2279
$8.75K ﹤0.01%
301
+1
2280
$8.72K ﹤0.01%
250
-2,627
2281
$8.72K ﹤0.01%
276
-50
2282
$8.71K ﹤0.01%
+267
2283
$8.67K ﹤0.01%
357
+157
2284
$8.64K ﹤0.01%
415
+385
2285
$8.6K ﹤0.01%
795
-1
2286
$8.57K ﹤0.01%
600
2287
$8.53K ﹤0.01%
300
-941
2288
$8.52K ﹤0.01%
658
-2,700
2289
$8.51K ﹤0.01%
+1,000
2290
$8.49K ﹤0.01%
1,100
-78,900
2291
$8.47K ﹤0.01%
+3,500
2292
$8.43K ﹤0.01%
160
2293
$8.4K ﹤0.01%
1,372
2294
$8.39K ﹤0.01%
1,125
2295
$8.32K ﹤0.01%
152
2296
$8.31K ﹤0.01%
1,126
+239
2297
$8.31K ﹤0.01%
2,564
-6,552
2298
$8.27K ﹤0.01%
4,200
+1,000
2299
$8.27K ﹤0.01%
722
+454
2300
$8.2K ﹤0.01%
400