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
3226
– –
-1,904
3227
– –
-43
3228
– –
-25
3229
– –
-383
3230
– –
-1,548
3231
– –
-100
3232
– –
-18,395
3233
– –
-202
3234
– –
-1,724
3235
– –
-4
3236
– –
-983
3237
– –
-35
3238
– –
-1,000
3239
– –
-285
3240
– –
-40
3241
– –
-4,000
3242
– –
-84
3243
– –
-855
3244
– –
-176
3245
– –
-169
3246
– –
-3,000
3247
– –
-183
3248
– –
-5,906
3249
– –
-137
3250
– –
-100
128 129
130
131 132