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
2951
$232 ﹤0.01%
+16
2952
$224 ﹤0.01%
12
+4
2953
$222 ﹤0.01%
+1
2954
$216 ﹤0.01%
31
2955
$209 ﹤0.01%
10
-30
2956
$194 ﹤0.01%
+1
2957
$190 ﹤0.01%
5
-10,589
2958
$179 ﹤0.01%
17
2959
$179 ﹤0.01%
+6
2960
$177 ﹤0.01%
655
2961
$174 ﹤0.01%
+19
2962
$174 ﹤0.01%
29
2963
$174 ﹤0.01%
20
2964
$171 ﹤0.01%
2
2965
$168 ﹤0.01%
27
2966
$168 ﹤0.01%
6
-39
2967
$166 ﹤0.01%
20
2968
$165 ﹤0.01%
6
2969
$164 ﹤0.01%
+100
2970
$161 ﹤0.01%
7
2971
$158 ﹤0.01%
30
2972
$154 ﹤0.01%
8
-311
2973
$151 ﹤0.01%
4,074
2974
$142 ﹤0.01%
13
2975
$141 ﹤0.01%
2
-1,290
117 118
119
120 121