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
1351
$101K ﹤0.01%
2,725
+2,399
1352
$101K ﹤0.01%
2,490
1353
$101K ﹤0.01%
668
-249
1354
$101K ﹤0.01%
2,705
-15
1355
$100K ﹤0.01%
3,500
1356
$100K ﹤0.01%
599
+65
1357
$99.7K ﹤0.01%
2,443
+1,068
1358
$99.6K ﹤0.01%
1,008
+123
1359
$99.5K ﹤0.01%
3,300
+1,500
1360
$99.3K ﹤0.01%
3,017
1361
$99K ﹤0.01%
1,800
1362
$98.7K ﹤0.01%
+1,950
1363
$98.6K ﹤0.01%
6,478
-6,481
1364
$98.5K ﹤0.01%
2,492
-548
1365
$98.5K ﹤0.01%
2,512
+140
1366
$98.2K ﹤0.01%
6,183
+3,200
1367
$97.6K ﹤0.01%
1,383
-103
1368
$97.5K ﹤0.01%
7,700
1369
$97K ﹤0.01%
2,298
+222
1370
$97K ﹤0.01%
1,300
-1,579
1371
$97K ﹤0.01%
370
-110
1372
$96.8K ﹤0.01%
1,757
+782
1373
$96.8K ﹤0.01%
957
+859
1374
$96.2K ﹤0.01%
2,096
+477
1375
$96.1K ﹤0.01%
1,753
+803
53 54
55
56 57