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
2351
$7.05K ﹤0.01%
85
-5
2352
$7.02K ﹤0.01%
750
2353
$6.98K ﹤0.01%
41
2354
$6.98K ﹤0.01%
300
+231
2355
$6.97K ﹤0.01%
100
2356
$6.95K ﹤0.01%
429
-136
2357
$6.95K ﹤0.01%
186
+50
2358
$6.91K ﹤0.01%
82
2359
$6.91K ﹤0.01%
92
-67
2360
$6.9K ﹤0.01%
482
+75
2361
$6.86K ﹤0.01%
956
-5,468
2362
$6.84K ﹤0.01%
+58
2363
$6.84K ﹤0.01%
61
+1
2364
$6.83K ﹤0.01%
685
+75
2365
$6.82K ﹤0.01%
1,480
-109
2366
$6.82K ﹤0.01%
50
2367
$6.81K ﹤0.01%
200
2368
$6.79K ﹤0.01%
453
+328
2369
$6.77K ﹤0.01%
+387
2370
$6.74K ﹤0.01%
130
2371
$6.72K ﹤0.01%
176
+126
2372
$6.71K ﹤0.01%
+136
2373
$6.69K ﹤0.01%
+308
2374
$6.63K ﹤0.01%
418
2375
$6.63K ﹤0.01%
7,076
93 94
95
96 97