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
3001
$84 ﹤0.01%
83
3002
$81 ﹤0.01%
53
3003
$76 ﹤0.01%
2
-19
3004
$70 ﹤0.01%
1
3005
$67 ﹤0.01%
+50
3006
$67 ﹤0.01%
10
3007
$66 ﹤0.01%
17
3008
$66 ﹤0.01%
20
3009
$65 ﹤0.01%
6
3010
$61 ﹤0.01%
23
3011
$54 ﹤0.01%
100
-999
3012
$52 ﹤0.01%
6
3013
$51 ﹤0.01%
105
3014
– –
-507
3015
$39 ﹤0.01%
6
-104
3016
$34 ﹤0.01%
400
3017
$32 ﹤0.01%
7
3018
$31 ﹤0.01%
2
-263
3019
$30 ﹤0.01%
1
-1,176
3020
$29 ﹤0.01%
3
3021
$28 ﹤0.01%
1
-8
3022
$27 ﹤0.01%
10
3023
$24 ﹤0.01%
1
-205
3024
$24 ﹤0.01%
2
3025
$23 ﹤0.01%
1
119 120
121
122 123