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
2551
$3.53K ﹤0.01%
22
2552
$3.53K ﹤0.01%
334
2553
$3.53K ﹤0.01%
130
2554
$3.52K ﹤0.01%
50
2555
$3.52K ﹤0.01%
41
2556
$3.49K ﹤0.01%
307
+221
2557
$3.49K ﹤0.01%
100
2558
$3.48K ﹤0.01%
138
+99
2559
$3.46K ﹤0.01%
73
2560
$3.42K ﹤0.01%
9
+2
2561
$3.38K ﹤0.01%
219
2562
$3.38K ﹤0.01%
+91
2563
$3.37K ﹤0.01%
+254
2564
$3.36K ﹤0.01%
340
+230
2565
$3.35K ﹤0.01%
80
2566
$3.33K ﹤0.01%
3,000
2567
$3.29K ﹤0.01%
170
2568
$3.28K ﹤0.01%
100
2569
$3.28K ﹤0.01%
601
-235
2570
$3.27K ﹤0.01%
45
2571
$3.26K ﹤0.01%
100
2572
$3.26K ﹤0.01%
476
2573
$3.24K ﹤0.01%
64
-485
2574
$3.23K ﹤0.01%
335
2575
$3.23K ﹤0.01%
330
101 102
103
104 105