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
3151
– –
-4
3152
– –
-459
3153
– –
-360
3154
– –
-115
3155
– –
-150
3156
– –
-520
3157
– –
-2,513
3158
– –
-6,660
3159
– –
-172
3160
– –
-775
3161
$0 ﹤0.01%
1
3162
– –
-6
3163
– –
-50
3164
– –
-376
3165
– –
-19
3166
– –
-80
3167
– –
-72
3168
– –
-160
3169
– –
-290
3170
– –
-67,549
3171
– –
-425
3172
– –
-754
3173
– –
-10,546
3174
– –
-239
3175
– –
-5,700
125 126
127
128 129