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
451
$3.45M 0.01%
101,925
452
$3.43M 0.01%
108,662
+106,830
453
$3.42M 0.01%
110,960
+1,160
454
$3.41M 0.01%
21,358
-532
455
$3.4M 0.01%
42,367
+419
456
$3.4M 0.01%
45,701
-214
457
$3.39M 0.01%
77,141
-3,156
458
$3.38M 0.01%
14,194
-1,292
459
$3.36M 0.01%
18,009
+990
460
$3.35M 0.01%
104,781
+499
461
$3.3M 0.01%
257,665
+80,466
462
$3.3M 0.01%
21,842
-325
463
$3.3M 0.01%
119,391
-6,708
464
$3.26M 0.01%
173,438
+3,827
465
$3.14M 0.01%
6,384
-247
466
$3.13M 0.01%
46,622
-15,929
467
$3.11M 0.01%
12,927
-599
468
$3.1M 0.01%
126,838
-79,919
469
$3.1M 0.01%
6,562
+508
470
$3.06M 0.01%
52,046
+3,027
471
$3.05M 0.01%
+170,168
472
$3.02M 0.01%
23,390
-2,058
473
$3.01M 0.01%
18,797
-397
474
$3.01M 0.01%
16,392
-2,834
475
$3.01M 0.01%
761,164
+195,413
17 18
19
20 21