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
2401
$6.07K ﹤0.01%
+136
2402
$5.97K ﹤0.01%
+193
2403
$5.92K ﹤0.01%
2,500
2404
$5.9K ﹤0.01%
30
2405
$5.88K ﹤0.01%
136
+52
2406
$5.86K ﹤0.01%
887
+797
2407
$5.86K ﹤0.01%
364
+10
2408
$5.85K ﹤0.01%
+571
2409
$5.84K ﹤0.01%
+66
2410
$5.84K ﹤0.01%
183
+178
2411
$5.83K ﹤0.01%
300
-428
2412
$5.82K ﹤0.01%
228
2413
$5.79K ﹤0.01%
250
2414
$5.79K ﹤0.01%
2,305
2415
$5.66K ﹤0.01%
250
-250
2416
$5.64K ﹤0.01%
75
-5
2417
$5.64K ﹤0.01%
200
2418
$5.63K ﹤0.01%
1,075
+579
2419
$5.63K ﹤0.01%
54
-15
2420
$5.63K ﹤0.01%
100
-147
2421
$5.62K ﹤0.01%
384
2422
$5.6K ﹤0.01%
1,400
2423
$5.52K ﹤0.01%
1,000
-60,500
2424
$5.5K ﹤0.01%
2,630
2425
$5.45K ﹤0.01%
114
95 96
97
98 99