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
1301
$115K ﹤0.01%
1,500
1302
$115K ﹤0.01%
10,032
1303
$114K ﹤0.01%
1,706
1304
$114K ﹤0.01%
3,604
-1,474
1305
$114K ﹤0.01%
14,861
+80
1306
$113K ﹤0.01%
4,477
1307
$113K ﹤0.01%
1,944
+820
1308
$113K ﹤0.01%
+1,996
1309
$113K ﹤0.01%
2,221
-25
1310
$112K ﹤0.01%
270
+3
1311
$112K ﹤0.01%
1,348
+3
1312
$112K ﹤0.01%
1,014
-519
1313
$111K ﹤0.01%
527
+43
1314
$111K ﹤0.01%
19,781
+5,681
1315
$111K ﹤0.01%
700
-150
1316
$111K ﹤0.01%
3,678
+648
1317
$111K ﹤0.01%
2,586
-383
1318
$111K ﹤0.01%
360
-39
1319
$111K ﹤0.01%
607
+198
1320
$110K ﹤0.01%
1,433
1321
$110K ﹤0.01%
7,984
+1,492
1322
$109K ﹤0.01%
4,796
-464
1323
$109K ﹤0.01%
7,276
+319
1324
$109K ﹤0.01%
3,244
+753
1325
$108K ﹤0.01%
626
+317
51 52
53
54 55