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
876
$337K ﹤0.01%
18,000
877
$335K ﹤0.01%
1,304
878
$335K ﹤0.01%
15,989
-5,686
879
$332K ﹤0.01%
+9,578
880
$324K ﹤0.01%
2,710
-248
881
$319K ﹤0.01%
3,750
882
$318K ﹤0.01%
21,831
883
$316K ﹤0.01%
21,812
884
$312K ﹤0.01%
14,220
885
$311K ﹤0.01%
30,000
886
$308K ﹤0.01%
5,638
887
$307K ﹤0.01%
4,000
-3,000
888
$307K ﹤0.01%
3,480
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$305K ﹤0.01%
1,277
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$304K ﹤0.01%
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$301K ﹤0.01%
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16,440
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4,475
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7,000
895
$298K ﹤0.01%
29,252
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896
$297K ﹤0.01%
11,400
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$292K ﹤0.01%
3,009
-153
898
$292K ﹤0.01%
+15,155
899
$291K ﹤0.01%
5,899
-177
900
$291K ﹤0.01%
4,671
-15
34 35
36
37 38