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
501
$2.6M 0.01%
33,103
-8,769
502
$2.54M 0.01%
22,655
-4,066
503
$2.52M 0.01%
80,590
+78,705
504
$2.5M 0.01%
104,401
+1,605
505
$2.47M 0.01%
472,398
-355,593
506
$2.43M 0.01%
8,772
-565
507
$2.41M 0.01%
66,716
+15,174
508
$2.4M 0.01%
63,374
+51,556
509
$2.38M 0.01%
58,032
+181
510
$2.38M 0.01%
91,345
+17,665
511
$2.35M 0.01%
12,761
+11,890
512
$2.33M ﹤0.01%
11,193
-254
513
$2.33M ﹤0.01%
20,764
+7,136
514
$2.32M ﹤0.01%
40,427
+6,246
515
$2.3M ﹤0.01%
59,412
-980
516
$2.27M ﹤0.01%
41,500
-68
517
$2.26M ﹤0.01%
7,172
-37
518
$2.25M ﹤0.01%
1,940
519
$2.22M ﹤0.01%
33,402
-12,567
520
$2.16M ﹤0.01%
20,543
-12,236
521
$2.16M ﹤0.01%
38,822
-7,748
522
$2.14M ﹤0.01%
20,860
-10
523
$2.13M ﹤0.01%
95,650
-19,382
524
$2.11M ﹤0.01%
232,915
+26,198
525
$2.09M ﹤0.01%
53,449
-1,087
19 20
21
22 23