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
3201
– –
-200
3202
– –
-6,625
3203
– –
-100
3204
– –
-5,450
3205
– –
-1,112
3206
– –
-2,000
3207
– –
-79
3208
– –
-704
3209
– –
-159
3210
– –
-108
3211
– –
-93
3212
– –
-10,000
3213
– –
-337
3214
– –
-100
3215
– –
-495
3216
– –
-1,457
3217
– –
-51
3218
– –
-378
3219
– –
-660
3220
– –
-195
3221
– –
-107
3222
– –
-23
3223
– –
-189
3224
– –
-237
3225
– –
-2,331
127 128
129
130 131