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
776
$573K ﹤0.01%
13,784
+1,888
777
$572K ﹤0.01%
6,308
+189
778
$556K ﹤0.01%
9,000
779
$552K ﹤0.01%
21,188
-2,699
780
$551K ﹤0.01%
20,499
-1,200
781
$547K ﹤0.01%
4,733
+30
782
$545K ﹤0.01%
125,000
783
$541K ﹤0.01%
11,339
784
$541K ﹤0.01%
8,152
+458
785
$540K ﹤0.01%
11,036
-64
786
$538K ﹤0.01%
4,225
+215
787
$535K ﹤0.01%
2,455
+64
788
$533K ﹤0.01%
+25,780
789
$532K ﹤0.01%
13,342
790
$530K ﹤0.01%
10,740
791
$530K ﹤0.01%
13,000
792
$530K ﹤0.01%
34,172
793
$528K ﹤0.01%
3,261
794
$521K ﹤0.01%
11,975
-350,867
795
$516K ﹤0.01%
11,756
+49
796
$507K ﹤0.01%
22,670
-1,000
797
$504K ﹤0.01%
+450,000
798
$503K ﹤0.01%
7,057
799
$497K ﹤0.01%
2,532
800
$496K ﹤0.01%
10,895
30 31
32
33 34