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
1126
$173K ﹤0.01%
596
+175
1127
$173K ﹤0.01%
810
-8
1128
$172K ﹤0.01%
2,112
-2
1129
$171K ﹤0.01%
8,765
-2,537
1130
$171K ﹤0.01%
3,943
-434
1131
$171K ﹤0.01%
3,661
1132
$170K ﹤0.01%
21,394
+717
1133
$170K ﹤0.01%
3,351
+1,557
1134
$169K ﹤0.01%
1,740
+20
1135
$169K ﹤0.01%
7,222
+18
1136
$169K ﹤0.01%
1,710
+97
1137
$168K ﹤0.01%
3,335
-518
1138
$168K ﹤0.01%
2,996
-39
1139
$168K ﹤0.01%
9,404
+4,296
1140
$168K ﹤0.01%
1,228
-192
1141
$167K ﹤0.01%
1,567
-48
1142
$167K ﹤0.01%
6,320
-877
1143
$167K ﹤0.01%
2,786
1144
$166K ﹤0.01%
16,107
-17,000
1145
$166K ﹤0.01%
22,572
-3,320
1146
$166K ﹤0.01%
1,897
-845
1147
$166K ﹤0.01%
1,159
+168
1148
$166K ﹤0.01%
172,649
1149
$166K ﹤0.01%
6,726
-320
1150
$166K ﹤0.01%
2,200
44 45
46
47 48