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
676
$857K ﹤0.01%
7,442
-560
677
$851K ﹤0.01%
2,564
+81
678
$851K ﹤0.01%
19,422
-698
679
$845K ﹤0.01%
20,029
+350
680
$841K ﹤0.01%
10,519
-210
681
$838K ﹤0.01%
23,188
+445
682
$830K ﹤0.01%
3,982
+131
683
$822K ﹤0.01%
22,770
-2,461
684
$822K ﹤0.01%
12,542
-1,636
685
$822K ﹤0.01%
9,735
+51
686
$818K ﹤0.01%
1,778
687
$808K ﹤0.01%
13,839
+2,499
688
$807K ﹤0.01%
3,258
+113
689
$806K ﹤0.01%
10,703
+945
690
$800K ﹤0.01%
9,124
-1,775
691
$796K ﹤0.01%
17,187
-2,285
692
$794K ﹤0.01%
5,174
-4,421
693
$785K ﹤0.01%
67,799
-58,601
694
$782K ﹤0.01%
18,733
695
$780K ﹤0.01%
55,909
+8,704
696
$779K ﹤0.01%
32,818
697
$774K ﹤0.01%
411,614
+410,939
698
$773K ﹤0.01%
20,560
-467
699
$769K ﹤0.01%
8,592
+43
700
$768K ﹤0.01%
15,131
-2,833
26 27
28
29 30