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
976
$221K ﹤0.01%
14,709
+4,556
977
$221K ﹤0.01%
+1,771
978
$220K ﹤0.01%
2,840
-1
979
$220K ﹤0.01%
+2,903
980
$218K ﹤0.01%
14,943
-200
981
$217K ﹤0.01%
+12,309
982
$214K ﹤0.01%
2,998
983
$214K ﹤0.01%
22,146
+1,195
984
$212K ﹤0.01%
+5,257
985
$212K ﹤0.01%
+24,100
986
$211K ﹤0.01%
6,978
987
$211K ﹤0.01%
+2,550
988
$210K ﹤0.01%
1,500
-500
989
$210K ﹤0.01%
2,779
990
$209K ﹤0.01%
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992
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1,220
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$204K ﹤0.01%
11,107
994
$203K ﹤0.01%
3,350
-100
995
$202K ﹤0.01%
7,665
-28,020
996
$200K ﹤0.01%
+2,707
997
$193K ﹤0.01%
11,054
-294
998
$192K ﹤0.01%
15,060
999
$190K ﹤0.01%
17,676
1000
$186K ﹤0.01%
50,000
38 39
40
41 42