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
2301
$8.2K ﹤0.01%
293
+76
2302
$8.13K ﹤0.01%
201
-1,898
2303
$8.1K ﹤0.01%
800
2304
$8.09K ﹤0.01%
262
2305
$8.08K ﹤0.01%
662
2306
$8.03K ﹤0.01%
250
-250
2307
$7.97K ﹤0.01%
147
-199
2308
$7.96K ﹤0.01%
497
2309
$7.95K ﹤0.01%
365
2310
$7.95K ﹤0.01%
89
-212
2311
$7.93K ﹤0.01%
203
2312
$7.91K ﹤0.01%
200
2313
$7.84K ﹤0.01%
1,565
2314
$7.82K ﹤0.01%
607
-237
2315
$7.78K ﹤0.01%
500
2316
$7.78K ﹤0.01%
61
+6
2317
$7.73K ﹤0.01%
700
2318
$7.72K ﹤0.01%
6,833
2319
$7.7K ﹤0.01%
1,758
+978
2320
$7.69K ﹤0.01%
235
+171
2321
$7.67K ﹤0.01%
+280
2322
$7.63K ﹤0.01%
116
+91
2323
$7.6K ﹤0.01%
1,263
2324
$7.6K ﹤0.01%
468
-2
2325
$7.57K ﹤0.01%
500
91 92
93
94 95