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
626
$1.2M ﹤0.01%
5,554
-4,667
627
$1.18M ﹤0.01%
28,610
+7,720
628
$1.18M ﹤0.01%
27,600
+1,456
629
$1.18M ﹤0.01%
8,712
+2,280
630
$1.17M ﹤0.01%
23,362
-9,433
631
$1.17M ﹤0.01%
20,810
-575
632
$1.16M ﹤0.01%
+36,826
633
$1.14M ﹤0.01%
7,047
-4,008
634
$1.13M ﹤0.01%
14,974
-327
635
$1.13M ﹤0.01%
46,480
-1,578
636
$1.13M ﹤0.01%
50,366
+1,000
637
$1.11M ﹤0.01%
17,277
638
$1.11M ﹤0.01%
165,355
639
$1.1M ﹤0.01%
12,308
640
$1.09M ﹤0.01%
+18,931
641
$1.09M ﹤0.01%
27,736
-5,256
642
$1.09M ﹤0.01%
12,778
-345
643
$1.08M ﹤0.01%
32,100
+2,000
644
$1.08M ﹤0.01%
62,232
+29,586
645
$1.07M ﹤0.01%
27,100
646
$1.07M ﹤0.01%
32,407
647
$1.07M ﹤0.01%
3,689
-306
648
$1.07M ﹤0.01%
25,208
-369
649
$1.06M ﹤0.01%
+21,740
650
$1.06M ﹤0.01%
58,206
+123
24 25
26
27 28