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
3026
$22 ﹤0.01%
2
+1
3027
$22 ﹤0.01%
3
3028
$22 ﹤0.01%
15
3029
$21 ﹤0.01%
3
3030
$21 ﹤0.01%
13
-5,000
3031
$19 ﹤0.01%
1
-5,788
3032
$19 ﹤0.01%
+1
3033
$19 ﹤0.01%
1
-408
3034
$17 ﹤0.01%
3
-1,665
3035
$17 ﹤0.01%
1
-1,526
3036
$17 ﹤0.01%
+3
3037
$17 ﹤0.01%
+1
3038
$17 ﹤0.01%
1
3039
$15 ﹤0.01%
31
-40
3040
$14 ﹤0.01%
33
-1
3041
$14 ﹤0.01%
+1
3042
$14 ﹤0.01%
+1
3043
$14 ﹤0.01%
1
3044
$13 ﹤0.01%
4
3045
$13 ﹤0.01%
+1
3046
$13 ﹤0.01%
1
-143
3047
$12 ﹤0.01%
3
3048
$12 ﹤0.01%
1
3049
$11 ﹤0.01%
+1
3050
– –
0
120 121
122
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