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
2826
$887 ﹤0.01%
+107
2827
$884 ﹤0.01%
+1
2828
$883 ﹤0.01%
+45
2829
$881 ﹤0.01%
10
2830
$880 ﹤0.01%
+34
2831
$878 ﹤0.01%
+28
2832
$876 ﹤0.01%
+68
2833
$856 ﹤0.01%
81
-343
2834
$850 ﹤0.01%
25
2835
$840 ﹤0.01%
50
2836
$839 ﹤0.01%
23
2837
$826 ﹤0.01%
+70
2838
$825 ﹤0.01%
9
-524
2839
$824 ﹤0.01%
36
2840
$823 ﹤0.01%
2,000
2841
$818 ﹤0.01%
+32
2842
$816 ﹤0.01%
+35
2843
$814 ﹤0.01%
4
2844
$809 ﹤0.01%
686
+500
2845
$809 ﹤0.01%
110
2846
$791 ﹤0.01%
252
2847
$765 ﹤0.01%
30
-1,095
2848
$760 ﹤0.01%
79
-179
2849
$753 ﹤0.01%
300
2850
$743 ﹤0.01%
250
112 113
114
115 116