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
1626
$49.8K ﹤0.01%
1,794
+140
1627
$49.8K ﹤0.01%
798
-487
1628
$49.7K ﹤0.01%
2,320
1629
$49.7K ﹤0.01%
+800
1630
$49.7K ﹤0.01%
978
-678
1631
$49.6K ﹤0.01%
1,285
-388
1632
$49.4K ﹤0.01%
3,275
-333
1633
$49.3K ﹤0.01%
1,625
1634
$49.1K ﹤0.01%
565
-117
1635
$48.9K ﹤0.01%
1,110
+26
1636
$48.8K ﹤0.01%
2,937
+530
1637
$48.5K ﹤0.01%
365
+194
1638
$48.4K ﹤0.01%
8,040
1639
$48.3K ﹤0.01%
3,700
+100
1640
$48.3K ﹤0.01%
380
-68
1641
$48.1K ﹤0.01%
900
-42
1642
$48K ﹤0.01%
2,366
-6
1643
$48K ﹤0.01%
604
1644
$47.8K ﹤0.01%
1,080
1645
$47.8K ﹤0.01%
41
1646
$47.8K ﹤0.01%
855
-293
1647
$47.3K ﹤0.01%
3,480
-708
1648
$47.1K ﹤0.01%
4,367
-3,497
1649
$47K ﹤0.01%
5,492
-7,795
1650
$46.9K ﹤0.01%
452
+48
64 65
66
67 68