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
801
$492K ﹤0.01%
7,620
802
$492K ﹤0.01%
9,497
803
$490K ﹤0.01%
17,526
+135
804
$490K ﹤0.01%
18,789
+5,391
805
$490K ﹤0.01%
2,552
+6
806
$483K ﹤0.01%
10,148
807
$480K ﹤0.01%
16,332
808
$478K ﹤0.01%
+10,984
809
$477K ﹤0.01%
3,543
-288
810
$472K ﹤0.01%
11,930
811
$469K ﹤0.01%
5,292
812
$467K ﹤0.01%
24,500
813
$466K ﹤0.01%
38,500
814
$461K ﹤0.01%
13,206
-166
815
$460K ﹤0.01%
8,825
+350
816
$456K ﹤0.01%
38,417
817
$451K ﹤0.01%
22,870
+924
818
$441K ﹤0.01%
10,800
+900
819
$440K ﹤0.01%
13,765
-205
820
$440K ﹤0.01%
+2,134
821
$438K ﹤0.01%
38,057
+7,496
822
$436K ﹤0.01%
7,310
-471
823
$435K ﹤0.01%
28,400
824
$434K ﹤0.01%
10,662
-215
825
$433K ﹤0.01%
10,782
+1,430
31 32
33
34 35