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
2601
$2.91K ﹤0.01%
+150
2602
$2.9K ﹤0.01%
70
2603
$2.89K ﹤0.01%
+81
2604
$2.88K ﹤0.01%
685
2605
$2.86K ﹤0.01%
163
-440
2606
$2.86K ﹤0.01%
141
-2,312
2607
$2.85K ﹤0.01%
+18
2608
$2.84K ﹤0.01%
1,420
2609
$2.84K ﹤0.01%
+45
2610
$2.83K ﹤0.01%
133
-148
2611
$2.82K ﹤0.01%
154
-103
2612
$2.8K ﹤0.01%
+234
2613
$2.8K ﹤0.01%
330
2614
$2.77K ﹤0.01%
320
-310
2615
$2.77K ﹤0.01%
+240
2616
$2.73K ﹤0.01%
183
-1,660
2617
$2.71K ﹤0.01%
58
-319
2618
$2.71K ﹤0.01%
500
-500
2619
$2.69K ﹤0.01%
280
2620
$2.69K ﹤0.01%
+71
2621
$2.68K ﹤0.01%
33
-3,465
2622
$2.67K ﹤0.01%
67
-177
2623
$2.64K ﹤0.01%
+44
2624
$2.63K ﹤0.01%
70
-30
2625
$2.61K ﹤0.01%
98
-132,645
103 104
105
106 107