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
2326
$7.56K ﹤0.01%
600
2327
$7.54K ﹤0.01%
147
+63
2328
$7.52K ﹤0.01%
615
2329
$7.51K ﹤0.01%
881
+102
2330
$7.48K ﹤0.01%
340
2331
$7.48K ﹤0.01%
+90
2332
$7.46K ﹤0.01%
200
2333
$7.45K ﹤0.01%
340
2334
$7.42K ﹤0.01%
100
+25
2335
$7.4K ﹤0.01%
320
2336
$7.38K ﹤0.01%
+89
2337
$7.36K ﹤0.01%
371
-120
2338
$7.36K ﹤0.01%
52
-17
2339
$7.3K ﹤0.01%
+306
2340
$7.29K ﹤0.01%
+220
2341
$7.29K ﹤0.01%
106
2342
$7.28K ﹤0.01%
14
+3
2343
$7.21K ﹤0.01%
44
2344
$7.2K ﹤0.01%
1,000
2345
$7.19K ﹤0.01%
1,447
+38
2346
$7.18K ﹤0.01%
500
+367
2347
$7.16K ﹤0.01%
7,300
2348
$7.1K ﹤0.01%
330
2349
$7.07K ﹤0.01%
163
2350
$7.07K ﹤0.01%
100
-734
92 93
94
95 96