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
951
$240K ﹤0.01%
3,495
+346
952
$239K ﹤0.01%
1,886
-1,780
953
$239K ﹤0.01%
+9,070
954
$238K ﹤0.01%
12,950
955
$237K ﹤0.01%
1,517
-44
956
$237K ﹤0.01%
1,540
-14
957
$236K ﹤0.01%
+5,737
958
$235K ﹤0.01%
1,564
-310
959
$235K ﹤0.01%
44,621
960
$234K ﹤0.01%
+2,500
961
$233K ﹤0.01%
+16,293
962
$232K ﹤0.01%
+1,012
963
$231K ﹤0.01%
+2,216
964
$231K ﹤0.01%
+5,210
965
$230K ﹤0.01%
+1,200
966
$230K ﹤0.01%
2,600
967
$230K ﹤0.01%
791
-3,498
968
$229K ﹤0.01%
13,358
+126
969
$229K ﹤0.01%
412
970
$228K ﹤0.01%
+2,202
971
$228K ﹤0.01%
+9,000
972
$226K ﹤0.01%
1,098
-79
973
$225K ﹤0.01%
14,824
+420
974
$224K ﹤0.01%
6,799
975
$223K ﹤0.01%
3,400
37 38
39
40 41