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
1026
– –
-78,591
1027
– –
-5,120
1028
– –
-89,666
1029
– –
-150,000
1030
– –
-700,000
1031
– –
-14,586
1032
– –
-9,335
1033
– –
-2,482
1034
– –
-9,353
1035
– –
-10,159
1036
– –
-3,916
1037
– –
-3,020
1038
– –
-129,750
1039
– –
-11,827
1040
– –
-13,645
1041
– –
-2,435
1042
– –
-26,318
1043
– –
-13,776
1044
– –
-288
1045
– –
-41,228
1046
– –
-250,000
1047
– –
-11,000
1048
– –
-14,734
1049
– –
-11,784
1050
– –
-15,103
40 41
42
43 44