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
1001
$174K ﹤0.01%
10,000
1002
$171K ﹤0.01%
10,112
-1,851
1003
$171K ﹤0.01%
12,040
1004
$170K ﹤0.01%
+11,500
1005
$160K ﹤0.01%
56
-25
1006
$159K ﹤0.01%
10,404
+400
1007
$150K ﹤0.01%
14,792
+424
1008
$149K ﹤0.01%
10,884
1009
$146K ﹤0.01%
1,394
+614
1010
$115K ﹤0.01%
3,100
-400
1011
$108K ﹤0.01%
272
1012
$107K ﹤0.01%
10,000
1013
$89K ﹤0.01%
3,702
1014
$82K ﹤0.01%
12,000
1015
$76K ﹤0.01%
16,304
+92
1016
$63K ﹤0.01%
500
1017
$52K ﹤0.01%
+17,135
1018
$47K ﹤0.01%
2,083
1019
$47K ﹤0.01%
10,000
1020
$41K ﹤0.01%
+25,000
1021
$35K ﹤0.01%
46
1022
– –
-23,100
1023
– –
-23,940
1024
– –
-2,732
1025
– –
-72,069
39 40
41
42 43