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
901
$360K ﹤0.01%
8,400
902
$360K ﹤0.01%
4,471
-88
903
$359K ﹤0.01%
2,566
-243
904
$358K ﹤0.01%
5,877
-6
905
$358K ﹤0.01%
14,313
+4
906
$358K ﹤0.01%
7,365
+418
907
$356K ﹤0.01%
7,254
-157,965
908
$355K ﹤0.01%
12,707
-3,883
909
$355K ﹤0.01%
14,569
+3,471
910
$354K ﹤0.01%
6,884
+225
911
$354K ﹤0.01%
70,700
+12,000
912
$353K ﹤0.01%
18,864
913
$352K ﹤0.01%
3,122
+109
914
$351K ﹤0.01%
1,468
-63
915
$348K ﹤0.01%
52
+6
916
$346K ﹤0.01%
8,701
+193
917
$345K ﹤0.01%
4,799
+183
918
$343K ﹤0.01%
1,218
-510
919
$343K ﹤0.01%
9,462
-970
920
$342K ﹤0.01%
4,498
+720
921
$342K ﹤0.01%
3,486
-892
922
$341K ﹤0.01%
2,443
-558
923
$341K ﹤0.01%
2,767
+25
924
$341K ﹤0.01%
20,448
+2,824
925
$341K ﹤0.01%
4,286
-431
35 36
37
38 39