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
1426
$82.2K ﹤0.01%
8,861
1427
$82.1K ﹤0.01%
3,674
-427
1428
$81.9K ﹤0.01%
4,357
1429
$81.7K ﹤0.01%
+30,600
1430
$81.4K ﹤0.01%
219
+100
1431
$81.3K ﹤0.01%
5,564
+2,782
1432
$81.3K ﹤0.01%
15,750
-1,250
1433
$81.1K ﹤0.01%
933
+3
1434
$80.6K ﹤0.01%
1,551
1435
$80.6K ﹤0.01%
185
-104
1436
$80.4K ﹤0.01%
1,132
1437
$80.2K ﹤0.01%
1,858
1438
$80K ﹤0.01%
10,987
+256
1439
$79.8K ﹤0.01%
3,015
+2,434
1440
$79.4K ﹤0.01%
1,088
-133
1441
$79.3K ﹤0.01%
5,986
+199
1442
$79K ﹤0.01%
3,499
-1,780
1443
$78.8K ﹤0.01%
974
+30
1444
$78.7K ﹤0.01%
5,064
+769
1445
$78.6K ﹤0.01%
40,953
-10,505
1446
$78.6K ﹤0.01%
15,000
1447
$78.3K ﹤0.01%
5,320
1448
$78.2K ﹤0.01%
2,865
+685
1449
$78.2K ﹤0.01%
502
+444
1450
$78K ﹤0.01%
1,459
+234
56 57
58
59 60