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
601
$1.34M ﹤0.01%
28,770
-1,158
602
$1.34M ﹤0.01%
26,399
-133
603
$1.33M ﹤0.01%
22,430
-646
604
$1.33M ﹤0.01%
19,670
605
$1.3M ﹤0.01%
5,580
-888
606
$1.3M ﹤0.01%
+13,005
607
$1.3M ﹤0.01%
16,753
+12,573
608
$1.3M ﹤0.01%
38,198
+7,473
609
$1.3M ﹤0.01%
4,175
-2,190
610
$1.29M ﹤0.01%
19,477
-545
611
$1.28M ﹤0.01%
107,391
-15,952
612
$1.27M ﹤0.01%
119,460
-37,540
613
$1.27M ﹤0.01%
18,106
-125
614
$1.26M ﹤0.01%
48,328
-2,548
615
$1.26M ﹤0.01%
3
616
$1.25M ﹤0.01%
27,900
+15,100
617
$1.25M ﹤0.01%
20,486
-1,182
618
$1.23M ﹤0.01%
12,321
-740
619
$1.23M ﹤0.01%
20,291
-1,165
620
$1.23M ﹤0.01%
8,159
-251
621
$1.23M ﹤0.01%
18,880
-762,720
622
$1.22M ﹤0.01%
18,639
+1,600
623
$1.22M ﹤0.01%
58,708
624
$1.21M ﹤0.01%
10,408
-607
625
$1.21M ﹤0.01%
10,775
-5,000
23 24
25
26 27