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
2776
$1.27K ﹤0.01%
+82
2777
$1.26K ﹤0.01%
25
-25
2778
$1.26K ﹤0.01%
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2779
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25
2780
$1.24K ﹤0.01%
138
+23
2781
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+164
2782
$1.23K ﹤0.01%
+167
2783
$1.19K ﹤0.01%
81
-156
2784
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2785
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2786
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25
2787
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+18
2788
$1.16K ﹤0.01%
100
2789
$1.16K ﹤0.01%
132
2790
$1.16K ﹤0.01%
500
2791
$1.15K ﹤0.01%
1,000
2792
$1.11K ﹤0.01%
86
2793
$1.1K ﹤0.01%
105
2794
$1.1K ﹤0.01%
+172
2795
$1.1K ﹤0.01%
+39
2796
$1.08K ﹤0.01%
+26
2797
$1.07K ﹤0.01%
33
-8
2798
$1.06K ﹤0.01%
+31
2799
$1.05K ﹤0.01%
98
-562
2800
$1.05K ﹤0.01%
+58
110 111
112
113 114