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
926
$268K ﹤0.01%
25,000
927
$268K ﹤0.01%
1,703
928
$267K ﹤0.01%
3,083
-26
929
$267K ﹤0.01%
2,729
930
$264K ﹤0.01%
+8,445
931
$262K ﹤0.01%
+10,825
932
$261K ﹤0.01%
2,632
933
$260K ﹤0.01%
2,772
934
$260K ﹤0.01%
1,393
935
$260K ﹤0.01%
5,150
+325
936
$257K ﹤0.01%
2,605
+188
937
$257K ﹤0.01%
4,825
-565
938
$255K ﹤0.01%
+5,378
939
$255K ﹤0.01%
5,600
940
$255K ﹤0.01%
10,000
941
$253K ﹤0.01%
2,247
-342
942
$253K ﹤0.01%
1,475
-300
943
$252K ﹤0.01%
3,410
944
$250K ﹤0.01%
13,374
+724
945
$249K ﹤0.01%
3,453
-1,212
946
$248K ﹤0.01%
3,078
+10
947
$248K ﹤0.01%
4,270
+153
948
$246K ﹤0.01%
5,000
-1,016
949
$245K ﹤0.01%
1,588
950
$244K ﹤0.01%
5,834
-27,096
36 37
38
39 40