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
901
$290K ﹤0.01%
5,083
-378
902
$290K ﹤0.01%
11,413
903
$286K ﹤0.01%
1,935
-3,726
904
$286K ﹤0.01%
3,843
905
$285K ﹤0.01%
+300,000
906
$285K ﹤0.01%
+13,263
907
$283K ﹤0.01%
3,047
908
$283K ﹤0.01%
1,145
-7,040
909
$282K ﹤0.01%
25,900
910
$281K ﹤0.01%
25,225
-177
911
$281K ﹤0.01%
20,000
912
$281K ﹤0.01%
1,297
-11,430
913
$280K ﹤0.01%
+2,028
914
$280K ﹤0.01%
7,512
915
$280K ﹤0.01%
1,827
-152
916
$278K ﹤0.01%
4,238
917
$278K ﹤0.01%
2,128
+85
918
$277K ﹤0.01%
+14,470
919
$275K ﹤0.01%
1,816
+7
920
$273K ﹤0.01%
2,530
921
$273K ﹤0.01%
4,761
922
$272K ﹤0.01%
2,840
-515
923
$269K ﹤0.01%
4,129
924
$269K ﹤0.01%
14,412
-2,400
925
$269K ﹤0.01%
5,532
-1,083
35 36
37
38 39