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
2451
$5.08K ﹤0.01%
+193
2452
$5.08K ﹤0.01%
359
+221
2453
$5.07K ﹤0.01%
86
2454
$5.03K ﹤0.01%
66
-153
2455
$5.02K ﹤0.01%
+81
2456
$4.98K ﹤0.01%
430
2457
$4.98K ﹤0.01%
147
-148
2458
$4.96K ﹤0.01%
1,285
2459
$4.96K ﹤0.01%
+1,137
2460
$4.96K ﹤0.01%
151
-10
2461
$4.92K ﹤0.01%
509
2462
$4.91K ﹤0.01%
1,000
2463
$4.88K ﹤0.01%
119
2464
$4.87K ﹤0.01%
720
+283
2465
$4.87K ﹤0.01%
295
2466
$4.86K ﹤0.01%
363
+12
2467
$4.85K ﹤0.01%
188
2468
$4.8K ﹤0.01%
700
-2,100
2469
$4.77K ﹤0.01%
148
2470
$4.77K ﹤0.01%
58
2471
$4.75K ﹤0.01%
+21
2472
$4.73K ﹤0.01%
+134
2473
$4.72K ﹤0.01%
200
+135
2474
$4.65K ﹤0.01%
+53
2475
$4.61K ﹤0.01%
276
97 98
99
100 101