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
$43.5B
AUM Growth
+$3.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,114
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$141M
3
+$111M
4
NEE icon
NextEra Energy
NEE
+$104M
5
ELV icon
Elevance Health
ELV
+$89.6M

Top Sells

1
+$183M
2
+$170M
3
+$83.1M
4
TJX icon
TJX Companies
TJX
+$78.6M
5
FAST icon
Fastenal
FAST
+$64.1M

Sector Composition

1 Technology 23.48%
2 Financials 15.88%
3 Healthcare 12.73%
4 Consumer Discretionary 9.7%
5 Industrials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20.4M 0.05%
139,867
+1,046
252
$20.3M 0.05%
71,592
-4,508
253
$20.3M 0.05%
383,780
+70,330
254
$20.2M 0.05%
147,819
-13,096
255
$20.1M 0.05%
118,716
-7,544
256
$19.9M 0.05%
141,906
+5,434
257
$19.5M 0.04%
330,157
-55,581
258
$19.2M 0.04%
+181,738
259
$19.1M 0.04%
169,753
-131,394
260
$19M 0.04%
325,072
-7,667
261
$19M 0.04%
1,736,206
-821
262
$18.9M 0.04%
40,578
-1,719
263
$18.9M 0.04%
130,760
-2,259
264
$18.9M 0.04%
52,075
+700
265
$18.7M 0.04%
646,137
+595,962
266
$18.7M 0.04%
219,619
-5,985
267
$18.6M 0.04%
759,799
-27,969
268
$18.4M 0.04%
307,493
-9,743
269
$18.4M 0.04%
473,278
+26,112
270
$18.3M 0.04%
243,586
+75,207
271
$18.3M 0.04%
159,331
+4,708
272
$18.3M 0.04%
277,968
-19,779
273
$18.2M 0.04%
215,499
+14,295
274
$18.1M 0.04%
751,786
-9,940
275
$18M 0.04%
269,947
+17,081
9 10
11
12 13