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
976
$279K ﹤0.01%
10,199
-459
977
$277K ﹤0.01%
3,848
-1,909
978
$275K ﹤0.01%
3,377
-23,422
979
$274K ﹤0.01%
4,029
+902
980
$273K ﹤0.01%
5,600
-360
981
$273K ﹤0.01%
3,774
982
$272K ﹤0.01%
10,064
+437
983
$270K ﹤0.01%
2,813
984
$270K ﹤0.01%
2,625
-222
985
$270K ﹤0.01%
14,044
-9,050
986
$268K ﹤0.01%
8,904
+504
987
$264K ﹤0.01%
26,160
+6,500
988
$262K ﹤0.01%
1,072
+259
989
$262K ﹤0.01%
2,656
+356
990
$261K ﹤0.01%
4,625
991
$260K ﹤0.01%
9,390
+2,111
992
$260K ﹤0.01%
36,900
-2,898
993
$258K ﹤0.01%
30,264
+29,700
994
$257K ﹤0.01%
1,499
-8
995
$256K ﹤0.01%
2,721
-18
996
$256K ﹤0.01%
6,890
-24
997
$254K ﹤0.01%
21,340
+987
998
$254K ﹤0.01%
1,402
+31
999
$253K ﹤0.01%
+14,141
1000
$252K ﹤0.01%
3,580
+89
38 39
40
41 42