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
2576
$3.22K ﹤0.01%
41
2577
$3.2K ﹤0.01%
+377
2578
$3.19K ﹤0.01%
72
2579
$3.18K ﹤0.01%
33
2580
$3.18K ﹤0.01%
390
2581
$3.18K ﹤0.01%
173
2582
$3.14K ﹤0.01%
251
2583
$3.13K ﹤0.01%
+5,000
2584
$3.12K ﹤0.01%
+71
2585
$3.09K ﹤0.01%
133
+17
2586
$3.07K ﹤0.01%
+84
2587
$3.06K ﹤0.01%
245
+91
2588
$3.05K ﹤0.01%
67
+10
2589
$3.05K ﹤0.01%
305
-1,892
2590
$3.02K ﹤0.01%
+65
2591
$2.99K ﹤0.01%
200
2592
$2.99K ﹤0.01%
+103
2593
$2.98K ﹤0.01%
890
2594
$2.97K ﹤0.01%
+74
2595
$2.97K ﹤0.01%
450
2596
$2.96K ﹤0.01%
83
-18
2597
$2.96K ﹤0.01%
+164
2598
$2.94K ﹤0.01%
450
-50
2599
$2.92K ﹤0.01%
+218
2600
$2.92K ﹤0.01%
+14
102 103
104
105 106