We are live on ! Find out more
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
3276
– –
-467
3277
– –
-121
3278
– –
-106
3279
– –
-157
3280
– –
-47
3281
– –
-82
3282
– –
-26
3283
– –
-42
3284
– –
-471
3285
– –
-31
3286
– –
-155
3287
– –
-6,000
3288
– –
-322
3289
– –
-116
3290
– –
-94
3291
– –
-398
3292
– –
-415
3293
– –
-100
3294
– –
0
3295
– –
-200
3296
– –
-279,093
3297
– –
-1,146
3298
– –
-63
3299
– –
-84
3300
– –
-33
129 130 131
132
133