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
1
$2.46B 5.19%
6,937,468
+103,333
2
$1.88B 3.97%
10,897,899
-140,957
3
$1.82B 3.85%
10,681,706
-13,770
4
$1.29B 2.72%
8,675,751
-10,486
5
$1.24B 2.62%
12,886,857
-583,361
6
$1.15B 2.44%
7,972,681
-157,701
7
$965M 2.04%
3,131,282
-28,514
8
$794M 1.68%
1,435,439
-3,299
9
$705M 1.49%
3,250,085
+7,297
10
$600M 1.27%
1,174,698
+184,873
11
$556M 1.18%
3,795,751
-475,582
12
$533M 1.13%
8,218,863
+112,867
13
$510M 1.08%
7,957,848
+1,331,362
14
$505M 1.07%
4,189,942
+955,379
15
$497M 1.05%
4,005,824
-661,733
16
$490M 1.03%
1,136,041
+415,674
17
$486M 1.03%
4,043,575
-793,974
18
$467M 0.99%
2,389,270
+313,707
19
$455M 0.96%
1,866,768
+1,133
20
$440M 0.93%
1,726,315
+4,220
21
$423M 0.89%
582,456
-46,277
22
$412M 0.87%
4,085,890
-36,932
23
$411M 0.87%
15,551,337
+451,815
24
$405M 0.85%
916,516
-8,930
25
$403M 0.85%
3,356,086
+320,242
1
2 3 4 5