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
626
$1.15M ﹤0.01%
15,748
+4,565
627
$1.15M ﹤0.01%
8,378
628
$1.14M ﹤0.01%
5,031
+404
629
$1.14M ﹤0.01%
4,599
+71
630
$1.13M ﹤0.01%
22,339
-5,355
631
$1.12M ﹤0.01%
+2,240,000
632
$1.11M ﹤0.01%
1,996
-120
633
$1.1M ﹤0.01%
13,498
+288
634
$1.09M ﹤0.01%
49,940
+7,340
635
$1.09M ﹤0.01%
62,098
+10,915
636
$1.08M ﹤0.01%
23,640
+258
637
$1.06M ﹤0.01%
11,977
+2,587
638
$1.05M ﹤0.01%
6,882
-281
639
$1.05M ﹤0.01%
5,219
+100
640
$1.04M ﹤0.01%
10,085
-32
641
$1.04M ﹤0.01%
55,939
-15,281
642
$1.04M ﹤0.01%
8,952
-1,280
643
$1.04M ﹤0.01%
14,353
-609,086
644
$1.04M ﹤0.01%
11,370
+217
645
$1.03M ﹤0.01%
11,462
+93
646
$1M ﹤0.01%
4,859
-545
647
$997K ﹤0.01%
22,182
+4,263
648
$994K ﹤0.01%
48,168
649
$993K ﹤0.01%
2,667
+12
650
$990K ﹤0.01%
10,759
+646
24 25
26
27 28