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
2901
$452 ﹤0.01%
200
2902
$444 ﹤0.01%
651
-998
2903
$441 ﹤0.01%
40
-100
2904
$432 ﹤0.01%
75
2905
$427 ﹤0.01%
+36
2906
$421 ﹤0.01%
376
-3,955
2907
$407 ﹤0.01%
+114
2908
$402 ﹤0.01%
75
2909
$402 ﹤0.01%
+100
2910
$402 ﹤0.01%
1,500
2911
$394 ﹤0.01%
100
2912
$392 ﹤0.01%
236
2913
$392 ﹤0.01%
+100
2914
$387 ﹤0.01%
+5
2915
$384 ﹤0.01%
+33
2916
$376 ﹤0.01%
+5
2917
$369 ﹤0.01%
80
2918
$368 ﹤0.01%
290
2919
$368 ﹤0.01%
+12
2920
$364 ﹤0.01%
+23
2921
$359 ﹤0.01%
60
2922
$356 ﹤0.01%
72
-1,155
2923
$347 ﹤0.01%
39
2924
$344 ﹤0.01%
1,290
2925
$327 ﹤0.01%
+6
115 116
117
118 119