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
2701
$1.88K ﹤0.01%
+76
2702
$1.87K ﹤0.01%
+29
2703
$1.86K ﹤0.01%
66
-7
2704
$1.83K ﹤0.01%
88
-467
2705
$1.82K ﹤0.01%
25
2706
$1.81K ﹤0.01%
49
+8
2707
$1.81K ﹤0.01%
1,509
2708
$1.81K ﹤0.01%
287
2709
$1.8K ﹤0.01%
234
2710
$1.79K ﹤0.01%
300
2711
$1.79K ﹤0.01%
+28
2712
$1.78K ﹤0.01%
121
+14
2713
$1.77K ﹤0.01%
1,000
2714
$1.77K ﹤0.01%
6
-7
2715
$1.77K ﹤0.01%
396
-317
2716
$1.75K ﹤0.01%
66
2717
$1.75K ﹤0.01%
+169
2718
$1.73K ﹤0.01%
+400
2719
$1.73K ﹤0.01%
28
-41
2720
$1.71K ﹤0.01%
43
+33
2721
$1.7K ﹤0.01%
200
2722
$1.69K ﹤0.01%
+55
2723
$1.68K ﹤0.01%
2,216
2724
$1.67K ﹤0.01%
72
-49
2725
$1.66K ﹤0.01%
110
107 108
109
110 111