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
726
$740K ﹤0.01%
8,227
-375
727
$725K ﹤0.01%
41,145
-32,237
728
$718K ﹤0.01%
28,975
729
$710K ﹤0.01%
31,344
-2,080
730
$704K ﹤0.01%
13,950
+1,500
731
$694K ﹤0.01%
7,671
732
$692K ﹤0.01%
14,368
733
$690K ﹤0.01%
6,297
-174
734
$688K ﹤0.01%
9,591
+40
735
$686K ﹤0.01%
20,310
736
$682K ﹤0.01%
14,052
-14,227
737
$681K ﹤0.01%
6,641
+2,244
738
$681K ﹤0.01%
58,456
+7,578
739
$680K ﹤0.01%
13,647
-304
740
$678K ﹤0.01%
2,171
-209
741
$677K ﹤0.01%
21,404
-194
742
$673K ﹤0.01%
31,219
-9,745
743
$673K ﹤0.01%
10,599
+477
744
$665K ﹤0.01%
10,581
745
$662K ﹤0.01%
20,121
+9,617
746
$660K ﹤0.01%
+16,000
747
$658K ﹤0.01%
4,683
748
$652K ﹤0.01%
10,091
749
$651K ﹤0.01%
13,526
750
$651K ﹤0.01%
4,772
28 29
30
31 32