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
2426
$5.39K ﹤0.01%
1,140
-1,208
2427
$5.38K ﹤0.01%
214
2428
$5.35K ﹤0.01%
173
+90
2429
$5.34K ﹤0.01%
+382
2430
$5.33K ﹤0.01%
150
+50
2431
$5.31K ﹤0.01%
1,800
2432
$5.27K ﹤0.01%
+252
2433
$5.27K ﹤0.01%
250
2434
$5.26K ﹤0.01%
135
-20
2435
$5.25K ﹤0.01%
57
+47
2436
$5.25K ﹤0.01%
18
-20
2437
$5.24K ﹤0.01%
503
2438
$5.23K ﹤0.01%
+233
2439
$5.23K ﹤0.01%
49
+1
2440
$5.23K ﹤0.01%
168
2441
$5.22K ﹤0.01%
1,451
+451
2442
$5.2K ﹤0.01%
400
2443
$5.18K ﹤0.01%
351
+12
2444
$5.17K ﹤0.01%
59
-986
2445
$5.16K ﹤0.01%
85
-656
2446
$5.14K ﹤0.01%
264
-58
2447
$5.12K ﹤0.01%
205
-168
2448
$5.12K ﹤0.01%
+253
2449
$5.12K ﹤0.01%
+250
2450
$5.09K ﹤0.01%
407
96 97
98
99 100