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
1501
$69.9K ﹤0.01%
1,981
-2,682
1502
$69.9K ﹤0.01%
367
-214
1503
$69.8K ﹤0.01%
3,066
+832
1504
$69.7K ﹤0.01%
2,669
+527
1505
$69.6K ﹤0.01%
+30,000
1506
$69K ﹤0.01%
1,601
+601
1507
$68.9K ﹤0.01%
6,570
+304
1508
$68.8K ﹤0.01%
248
+132
1509
$68.7K ﹤0.01%
2,827
-949
1510
$68.7K ﹤0.01%
581
+24
1511
$68.6K ﹤0.01%
2,025
+827
1512
$68.6K ﹤0.01%
950
+13
1513
$68.4K ﹤0.01%
464
+8
1514
$68.4K ﹤0.01%
2,015
+423
1515
$68K ﹤0.01%
3,532
-4,533
1516
$68K ﹤0.01%
4,825
1517
$68K ﹤0.01%
489
+425
1518
$67.4K ﹤0.01%
574
+204
1519
$67.3K ﹤0.01%
11,325
1520
$67.2K ﹤0.01%
1,646
-50,798
1521
$67.2K ﹤0.01%
1,000
1522
$66.9K ﹤0.01%
1,328
-98
1523
$66.9K ﹤0.01%
3,417
+3,239
1524
$66.9K ﹤0.01%
1,474
-239
1525
$66.8K ﹤0.01%
1,086
+83
59 60
61
62 63