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
$43.5B
AUM Growth
+$3.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,114
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$141M
3
+$111M
4
NEE icon
NextEra Energy
NEE
+$104M
5
ELV icon
Elevance Health
ELV
+$89.6M

Top Sells

1
+$183M
2
+$170M
3
+$83.1M
4
TJX icon
TJX Companies
TJX
+$78.6M
5
FAST icon
Fastenal
FAST
+$64.1M

Sector Composition

1 Technology 23.48%
2 Financials 15.88%
3 Healthcare 12.73%
4 Consumer Discretionary 9.7%
5 Industrials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17.9M 0.04%
155,932
-139
277
$17.9M 0.04%
336,406
+56,206
278
$17.8M 0.04%
+309,157
279
$17.5M 0.04%
313,515
-57,074
280
$17.4M 0.04%
251,958
+163,854
281
$17.3M 0.04%
92,619
-1,979
282
$17.3M 0.04%
293,645
-5,928
283
$17.2M 0.04%
306,797
-24,464
284
$17.1M 0.04%
177,274
-2,804
285
$16.9M 0.04%
156,689
-3,817
286
$16.9M 0.04%
787,278
+284,172
287
$16.9M 0.04%
+250,331
288
$16.7M 0.04%
270,696
-13,668
289
$16.7M 0.04%
349,901
+780
290
$16.5M 0.04%
99,182
+8,877
291
$16.4M 0.04%
901,645
-543,081
292
$16.3M 0.04%
46,283
+1,815
293
$16M 0.04%
756,832
+44,614
294
$15.9M 0.04%
53,046
295
$15.7M 0.04%
115,619
-2,989
296
$15.6M 0.04%
65,288
-359
297
$15.6M 0.04%
205,843
+195,251
298
$15.5M 0.04%
23,729
+211
299
$15.4M 0.04%
155,528
-4,276
300
$15.4M 0.04%
+52,937
10 11
12
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