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
2376
$6.61K ﹤0.01%
299
+223
2377
$6.6K ﹤0.01%
277
2378
$6.6K ﹤0.01%
84
2379
$6.59K ﹤0.01%
370
-135
2380
$6.56K ﹤0.01%
189
2381
$6.51K ﹤0.01%
93
+29
2382
$6.51K ﹤0.01%
+1,000
2383
$6.5K ﹤0.01%
1,000
2384
$6.45K ﹤0.01%
160
-3,000
2385
$6.43K ﹤0.01%
196
-156
2386
$6.41K ﹤0.01%
+379
2387
$6.41K ﹤0.01%
+165
2388
$6.4K ﹤0.01%
160
2389
$6.39K ﹤0.01%
109
+5
2390
$6.33K ﹤0.01%
50
+20
2391
$6.33K ﹤0.01%
249
2392
$6.29K ﹤0.01%
+467
2393
$6.29K ﹤0.01%
107
+79
2394
$6.29K ﹤0.01%
200
2395
$6.27K ﹤0.01%
301
-102
2396
$6.21K ﹤0.01%
93
-201
2397
$6.2K ﹤0.01%
190
2398
$6.18K ﹤0.01%
255
+65
2399
$6.16K ﹤0.01%
+684
2400
$6.15K ﹤0.01%
1,000
94 95
96
97 98