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
2976
$139 ﹤0.01%
3
2977
$133 ﹤0.01%
+28
2978
$129 ﹤0.01%
+1
2979
$124 ﹤0.01%
2
-2,461
2980
$124 ﹤0.01%
50
2981
$121 ﹤0.01%
5
2982
$116 ﹤0.01%
+1
2983
$115 ﹤0.01%
222
2984
$112 ﹤0.01%
5
2985
$111 ﹤0.01%
95
2986
$110 ﹤0.01%
+1
2987
$108 ﹤0.01%
+1
2988
$106 ﹤0.01%
80
2989
$106 ﹤0.01%
2
-119
2990
$102 ﹤0.01%
+4
2991
$102 ﹤0.01%
1
-29
2992
$97 ﹤0.01%
1
-11
2993
$95 ﹤0.01%
123
2994
$95 ﹤0.01%
+5
2995
$94 ﹤0.01%
100
2996
$93 ﹤0.01%
+3
2997
$87 ﹤0.01%
50
2998
$87 ﹤0.01%
20
2999
$86 ﹤0.01%
+1
3000
$86 ﹤0.01%
+2
118 119
120
121 122