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
701
$835K ﹤0.01%
13,815
-1,302
702
$831K ﹤0.01%
+12,400
703
$826K ﹤0.01%
6,665
+42
704
$823K ﹤0.01%
9,727
-1,896
705
$819K ﹤0.01%
2,375
+10
706
$818K ﹤0.01%
27,068
-5,657
707
$815K ﹤0.01%
25,477
708
$813K ﹤0.01%
10,090
709
$811K ﹤0.01%
9,456
710
$807K ﹤0.01%
16,963
+275
711
$807K ﹤0.01%
16,249
712
$804K ﹤0.01%
22,111
+10,017
713
$786K ﹤0.01%
1,151,319
-2,265
714
$781K ﹤0.01%
5,922
-235
715
$772K ﹤0.01%
3,031
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716
$772K ﹤0.01%
7,232
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717
$771K ﹤0.01%
12,174
718
$766K ﹤0.01%
21,336
719
$765K ﹤0.01%
41,944
-80,272
720
$764K ﹤0.01%
4,399
-378
721
$752K ﹤0.01%
7,429
-19,954
722
$747K ﹤0.01%
14,481
-136
723
$743K ﹤0.01%
19,994
-482
724
$742K ﹤0.01%
+3,347
725
$741K ﹤0.01%
26,841
27 28
29
30 31