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
851
$381K ﹤0.01%
+18,059
852
$380K ﹤0.01%
8,144
-4,275
853
$379K ﹤0.01%
1,178
-66
854
$379K ﹤0.01%
20,750
-633,154
855
$377K ﹤0.01%
57,792
856
$376K ﹤0.01%
6,309
-255
857
$370K ﹤0.01%
440
-267
858
$369K ﹤0.01%
32,000
-1,000
859
$367K ﹤0.01%
10,608
860
$366K ﹤0.01%
+5,378
861
$363K ﹤0.01%
2,198
-86,422
862
$361K ﹤0.01%
12,376
-411
863
$361K ﹤0.01%
3,872
-432
864
$360K ﹤0.01%
10,635
865
$358K ﹤0.01%
25,496
-2,200
866
$357K ﹤0.01%
4,364
-498
867
$356K ﹤0.01%
16,249
868
$355K ﹤0.01%
17,606
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869
$349K ﹤0.01%
16,617
870
$349K ﹤0.01%
2,050
871
$347K ﹤0.01%
3,017
872
$343K ﹤0.01%
+22,301
873
$341K ﹤0.01%
340
+45
874
$338K ﹤0.01%
1,519
875
$337K ﹤0.01%
3,158
-255
33 34
35
36 37