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
2801
$1.05K ﹤0.01%
+72
2802
$1.04K ﹤0.01%
+500
2803
$1.03K ﹤0.01%
670
2804
$1.03K ﹤0.01%
+56
2805
$1.02K ﹤0.01%
646
+228
2806
$1.01K ﹤0.01%
510
2807
$1.01K ﹤0.01%
46
2808
$1K ﹤0.01%
+20
2809
$989 ﹤0.01%
43
2810
$972 ﹤0.01%
50
2811
$972 ﹤0.01%
200
2812
$969 ﹤0.01%
409
+375
2813
$956 ﹤0.01%
210
-25
2814
$955 ﹤0.01%
100
-5,800
2815
$951 ﹤0.01%
104
2816
$945 ﹤0.01%
1,000
2817
$942 ﹤0.01%
+23
2818
$931 ﹤0.01%
87
2819
$931 ﹤0.01%
201
2820
$926 ﹤0.01%
40
-119
2821
$909 ﹤0.01%
32
-450
2822
$908 ﹤0.01%
15
2823
$902 ﹤0.01%
+63
2824
$901 ﹤0.01%
73
2825
$899 ﹤0.01%
32
111 112
113
114 115