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
$43.5B
AUM Growth
+$3.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,114
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$141M
3
+$111M
4
NEE icon
NextEra Energy
NEE
+$104M
5
ELV icon
Elevance Health
ELV
+$89.6M

Top Sells

1
+$183M
2
+$170M
3
+$83.1M
4
TJX icon
TJX Companies
TJX
+$78.6M
5
FAST icon
Fastenal
FAST
+$64.1M

Sector Composition

1 Technology 23.48%
2 Financials 15.88%
3 Healthcare 12.73%
4 Consumer Discretionary 9.7%
5 Industrials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6.39M 0.01%
169,350
-1,335
377
$6.31M 0.01%
103,616
-5,906
378
$6.07M 0.01%
1,064,250
379
$5.99M 0.01%
475,201
-1,861
380
$5.96M 0.01%
185,669
-97
381
$5.94M 0.01%
10,627
-201
382
$5.88M 0.01%
53,485
-137
383
$5.82M 0.01%
+600,000
384
$5.82M 0.01%
47,582
-3,012
385
$5.74M 0.01%
24,446
386
$5.71M 0.01%
12,312
-262
387
$5.67M 0.01%
71,050
-5,597
388
$5.65M 0.01%
92,784
+6,076
389
$5.63M 0.01%
23,802
-324
390
$5.57M 0.01%
161,864
-5,604
391
$5.5M 0.01%
104,510
-9,669
392
$5.31M 0.01%
76,633
-5,921
393
$5.28M 0.01%
74,630
-16,450
394
$5.2M 0.01%
62,270
+169
395
$5.19M 0.01%
514,038
396
$5.17M 0.01%
40,884
-1,271
397
$5.17M 0.01%
33,404
-663
398
$5.13M 0.01%
24,388
-285
399
$5.11M 0.01%
52,887
-449
400
$5.09M 0.01%
17,088
14 15
16
17 18