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
3101
– –
-255
3102
– –
-100
3103
– –
-208
3104
– –
-662
3105
– –
-1,332
3106
– –
-123
3107
– –
-63
3108
– –
-398
3109
– –
-300
3110
– –
-954
3111
– –
-1,676
3112
– –
-1,962
3113
– –
-125
3114
– –
-1,100
3115
– –
-11,000
3116
– –
-1,000
3117
– –
-110
3118
– –
0
3119
– –
-161
3120
– –
-367
3121
– –
-299
3122
– –
-50
3123
– –
-16,193
3124
– –
0
3125
– –
-2,577
123 124
125
126 127