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
651
$1.06M ﹤0.01%
4,751
652
$1.06M ﹤0.01%
51,217
+1,118
653
$1.05M ﹤0.01%
6,055
+473
654
$1.05M ﹤0.01%
+10,738
655
$1.05M ﹤0.01%
16,040
-1,277
656
$1.05M ﹤0.01%
13,418
-3,706
657
$1.04M ﹤0.01%
14,150
+1,104
658
$1.04M ﹤0.01%
12,510
+627
659
$1.04M ﹤0.01%
+9,440
660
$1.03M ﹤0.01%
29,350
661
$1.03M ﹤0.01%
52,435
+5,971
662
$1.03M ﹤0.01%
+45,056
663
$1.02M ﹤0.01%
32,358
-5,003
664
$1.01M ﹤0.01%
+4,410
665
$1.01M ﹤0.01%
18,905
+1
666
$992K ﹤0.01%
15,624
667
$991K ﹤0.01%
18,610
-1,229
668
$977K ﹤0.01%
16,172
-2,438
669
$971K ﹤0.01%
54,636
-8,964
670
$971K ﹤0.01%
10,818
-185
671
$965K ﹤0.01%
12,886
-11,215
672
$957K ﹤0.01%
31,926
-161
673
$950K ﹤0.01%
91,493
+5,289
674
$946K ﹤0.01%
14,633
+422
675
$945K ﹤0.01%
9,231
25 26
27
28 29