CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$260M
3
+$189M
4
ETN icon
Eaton
ETN
+$186M
5
ELV icon
Elevance Health
ELV
+$167M

Top Sells

1
+$431M
2
+$225M
3
+$224M
4
ARES icon
Ares Management
ARES
+$145M
5
BX icon
Blackstone
BX
+$129M

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
2501
$4.1K ﹤0.01%
47
-158
2502
$4.08K ﹤0.01%
+229
2503
$4.08K ﹤0.01%
108
-534
2504
$4.07K ﹤0.01%
+321
2505
$4.07K ﹤0.01%
+171
2506
$4.07K ﹤0.01%
229
-547
2507
$4.05K ﹤0.01%
444
-2
2508
$4.05K ﹤0.01%
108
2509
$4.05K ﹤0.01%
+100
2510
$4.04K ﹤0.01%
175
+77
2511
$4.04K ﹤0.01%
+325
2512
$4.04K ﹤0.01%
54
+25
2513
$4.04K ﹤0.01%
+234
2514
$4.01K ﹤0.01%
562
+545
2515
$3.98K ﹤0.01%
136
2516
$3.98K ﹤0.01%
750
2517
$3.97K ﹤0.01%
+80
2518
$3.96K ﹤0.01%
260
2519
$3.95K ﹤0.01%
125
2520
$3.93K ﹤0.01%
28
+12
2521
$3.93K ﹤0.01%
1,482
+701
2522
$3.92K ﹤0.01%
204
+3
2523
$3.92K ﹤0.01%
359
+144
2524
$3.92K ﹤0.01%
210
2525
$3.91K ﹤0.01%
180
+47
99 100
101
102 103