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
701
$764K ﹤0.01%
32,052
+373
702
$764K ﹤0.01%
26,156
-10,358
703
$759K ﹤0.01%
6,275
-15
704
$759K ﹤0.01%
7,165
+56
705
$758K ﹤0.01%
29,354
+549
706
$756K ﹤0.01%
7,250
+474
707
$755K ﹤0.01%
19,058
-1,186
708
$750K ﹤0.01%
7,883
-478
709
$748K ﹤0.01%
241,425
710
$745K ﹤0.01%
15,225
+3,171
711
$740K ﹤0.01%
10,303
-119
712
$740K ﹤0.01%
21,338
713
$740K ﹤0.01%
8,560
-54
714
$739K ﹤0.01%
32,055
-26,036
715
$737K ﹤0.01%
37,012
+14,612
716
$733K ﹤0.01%
7,505
+3,454
717
$733K ﹤0.01%
20,408
+12,976
718
$732K ﹤0.01%
7,124
-1,391
719
$732K ﹤0.01%
6,647
-567
720
$730K ﹤0.01%
4,203
-1
721
$727K ﹤0.01%
68,633
-1,359
722
$725K ﹤0.01%
33,030
-4,084
723
$724K ﹤0.01%
16,283
-35
724
$724K ﹤0.01%
6,643
+551
725
$720K ﹤0.01%
102,598
27 28
29
30 31