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
1076
$204K ﹤0.01%
3,862
-759
1077
$204K ﹤0.01%
5,492
+187
1078
$204K ﹤0.01%
12,205
+2,415
1079
$201K ﹤0.01%
2,160
+261
1080
$200K ﹤0.01%
17,162
1081
$199K ﹤0.01%
3,590
-215
1082
$199K ﹤0.01%
6,330
+541
1083
$197K ﹤0.01%
2,277
1084
$196K ﹤0.01%
1,476
1085
$196K ﹤0.01%
3,000
-1,011
1086
$195K ﹤0.01%
2,519
+338
1087
$195K ﹤0.01%
8,112
+7,900
1088
$195K ﹤0.01%
16,848
-1,037
1089
$194K ﹤0.01%
40,567
-514
1090
$193K ﹤0.01%
14,586
-2,464
1091
$193K ﹤0.01%
21,198
+658
1092
$192K ﹤0.01%
3,853
-112
1093
$192K ﹤0.01%
2,507
+729
1094
$191K ﹤0.01%
8,088
1095
$191K ﹤0.01%
20,385
+5,147
1096
$190K ﹤0.01%
3,475
-210
1097
$190K ﹤0.01%
3,760
1098
$190K ﹤0.01%
1,748
+6
1099
$190K ﹤0.01%
3,969
-635
1100
$190K ﹤0.01%
4,070
42 43
44
45 46