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
1051
$217K ﹤0.01%
4,746
+3,421
1052
$216K ﹤0.01%
9,438
-234
1053
$216K ﹤0.01%
4,208
+4,079
1054
$215K ﹤0.01%
10,281
-673
1055
$214K ﹤0.01%
5,277
1056
$214K ﹤0.01%
43,207
1057
$214K ﹤0.01%
38,368
-4,315
1058
$213K ﹤0.01%
2,983
-83
1059
$212K ﹤0.01%
3,677
-4,976
1060
$211K ﹤0.01%
17,008
-582
1061
$211K ﹤0.01%
1,332
1062
$211K ﹤0.01%
6,176
-239,880
1063
$210K ﹤0.01%
1,937
-3,865
1064
$209K ﹤0.01%
5,402
+706
1065
$208K ﹤0.01%
2,412
-2
1066
$208K ﹤0.01%
2,149
-1,095
1067
$208K ﹤0.01%
3,697
+302
1068
$208K ﹤0.01%
3,256
+187
1069
$207K ﹤0.01%
6,069
-543
1070
$207K ﹤0.01%
4,989
+159
1071
$207K ﹤0.01%
6,895
+897
1072
$206K ﹤0.01%
+10,488
1073
$205K ﹤0.01%
6,089
1074
$205K ﹤0.01%
3,676
+52
1075
$204K ﹤0.01%
11,461
+3,084
41 42
43
44 45