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
2876
$606 ﹤0.01%
8
-19
2877
$594 ﹤0.01%
76
-124
2878
$580 ﹤0.01%
+155
2879
$565 ﹤0.01%
9
2880
$564 ﹤0.01%
+25
2881
$563 ﹤0.01%
+27
2882
$558 ﹤0.01%
63
2883
$557 ﹤0.01%
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-1
2884
$542 ﹤0.01%
6
-160
2885
$533 ﹤0.01%
201
+172
2886
$531 ﹤0.01%
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2887
$519 ﹤0.01%
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2888
$516 ﹤0.01%
+166
2889
$514 ﹤0.01%
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2890
$510 ﹤0.01%
90
-10
2891
$503 ﹤0.01%
28
2892
$499 ﹤0.01%
25
2893
$480 ﹤0.01%
+100
2894
$480 ﹤0.01%
300
2895
$477 ﹤0.01%
15
-25
2896
$471 ﹤0.01%
123
2897
$466 ﹤0.01%
18
2898
$465 ﹤0.01%
57
2899
$462 ﹤0.01%
5
-55
2900
$452 ﹤0.01%
34
114 115
116
117 118