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
801
$511K ﹤0.01%
2,841
-680
802
$511K ﹤0.01%
5,921
+6
803
$510K ﹤0.01%
20,000
804
$509K ﹤0.01%
7,247
-42
805
$507K ﹤0.01%
40,563
+3,239
806
$507K ﹤0.01%
11,995
807
$505K ﹤0.01%
5,625
+440
808
$503K ﹤0.01%
18,716
-1,473
809
$502K ﹤0.01%
13,522
810
$500K ﹤0.01%
26,780
811
$500K ﹤0.01%
7,457
-778,471
812
$498K ﹤0.01%
3,074
+76
813
$498K ﹤0.01%
3,408
+16
814
$493K ﹤0.01%
4,703
+892
815
$493K ﹤0.01%
15,083
+8,533
816
$492K ﹤0.01%
8,899
-585
817
$492K ﹤0.01%
1,694
-265
818
$490K ﹤0.01%
9,114
+5,464
819
$486K ﹤0.01%
2,596
-1,079
820
$486K ﹤0.01%
20,310
+334
821
$486K ﹤0.01%
+10,732
822
$485K ﹤0.01%
6,057
+269
823
$483K ﹤0.01%
7,277
-2,274
824
$482K ﹤0.01%
2,794
+245
825
$479K ﹤0.01%
7,561
31 32
33
34 35