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
1451
$78K ﹤0.01%
1,600
1452
$77.7K ﹤0.01%
2,552
+1,232
1453
$77.5K ﹤0.01%
889
+10
1454
$77.5K ﹤0.01%
+5,626
1455
$76.9K ﹤0.01%
1,640
1456
$76.6K ﹤0.01%
1,642
1457
$76.5K ﹤0.01%
2,748
-344
1458
$76.5K ﹤0.01%
4,660
+366
1459
$76.4K ﹤0.01%
6,500
1460
$76.2K ﹤0.01%
370
-89
1461
$76.2K ﹤0.01%
1,113
-341
1462
$75.8K ﹤0.01%
2,452
-1,049
1463
$75.7K ﹤0.01%
1,762
-1,770
1464
$75.7K ﹤0.01%
1,546
-212
1465
$75.6K ﹤0.01%
4,603
-3,036
1466
$75.3K ﹤0.01%
9,993
+2,443
1467
$75.3K ﹤0.01%
1,642
-3,063
1468
$75.3K ﹤0.01%
1,535
1469
$74.8K ﹤0.01%
1,022
+9
1470
$74.6K ﹤0.01%
1,646
+270
1471
$74.2K ﹤0.01%
1,465
-55
1472
$74.1K ﹤0.01%
470
-495
1473
$74.1K ﹤0.01%
+2,665
1474
$74.1K ﹤0.01%
1,031
+18
1475
$74.1K ﹤0.01%
2,543
57 58
59
60 61