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
551
$1.81M ﹤0.01%
29,203
-8,914
552
$1.81M ﹤0.01%
37,463
+3,380
553
$1.8M ﹤0.01%
25,167
-460
554
$1.8M ﹤0.01%
9,853
-1,790
555
$1.79M ﹤0.01%
29,815
+2,194
556
$1.76M ﹤0.01%
10,307
-1,843
557
$1.76M ﹤0.01%
14,112
-2,343
558
$1.75M ﹤0.01%
17,035
-983
559
$1.75M ﹤0.01%
23,852
-508
560
$1.74M ﹤0.01%
2,894
-713
561
$1.73M ﹤0.01%
7,967
-3,127
562
$1.73M ﹤0.01%
45,370
-3,884
563
$1.72M ﹤0.01%
16,632
+414
564
$1.72M ﹤0.01%
65,241
+6,756
565
$1.69M ﹤0.01%
31,032
-168
566
$1.69M ﹤0.01%
18,557
+18
567
$1.66M ﹤0.01%
9,229
+381
568
$1.65M ﹤0.01%
151,302
-4,932
569
$1.64M ﹤0.01%
15,854
+68
570
$1.63M ﹤0.01%
26,987
571
$1.62M ﹤0.01%
4,235
+14
572
$1.61M ﹤0.01%
17,601
+405
573
$1.6M ﹤0.01%
21,908
+306
574
$1.6M ﹤0.01%
11,962
-81
575
$1.57M ﹤0.01%
26,605
-2,282
21 22
23
24 25