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
1176
$153K ﹤0.01%
5,028
+562
1177
$153K ﹤0.01%
9,938
+3,585
1178
$153K ﹤0.01%
15,609
+10,454
1179
$153K ﹤0.01%
2,319
-30
1180
$153K ﹤0.01%
3,026
+34
1181
$152K ﹤0.01%
6,665
-11,450
1182
$152K ﹤0.01%
6,150
1183
$152K ﹤0.01%
10,207
+337
1184
$152K ﹤0.01%
2,532
+134
1185
$151K ﹤0.01%
14,798
+2,936
1186
$151K ﹤0.01%
1,729
+33
1187
$150K ﹤0.01%
1,536
1188
$150K ﹤0.01%
2,026
+26
1189
$149K ﹤0.01%
1,052
-108
1190
$149K ﹤0.01%
4,870
1191
$149K ﹤0.01%
6,000
1192
$148K ﹤0.01%
4,150
-872
1193
$147K ﹤0.01%
+6,055
1194
$147K ﹤0.01%
3,029
-556
1195
$147K ﹤0.01%
2,342
+805
1196
$147K ﹤0.01%
7,847
+2,879
1197
$147K ﹤0.01%
1,702
-2,553
1198
$146K ﹤0.01%
1,208
+1
1199
$146K ﹤0.01%
15,504
-1,650
1200
$146K ﹤0.01%
2,186
-1,082
46 47
48
49 50