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
1651
$46.9K ﹤0.01%
2,812
+731
1652
$46.9K ﹤0.01%
1,776
-599
1653
$46.7K ﹤0.01%
911
-14
1654
$46.5K ﹤0.01%
1,978
+941
1655
$46.4K ﹤0.01%
3,158
+1,013
1656
$46K ﹤0.01%
1,046
1657
$45.6K ﹤0.01%
7,850
1658
$45.6K ﹤0.01%
304
+155
1659
$45.5K ﹤0.01%
2,186
-7
1660
$45.4K ﹤0.01%
4,000
1661
$45.2K ﹤0.01%
5,681
-128,769
1662
$45K ﹤0.01%
1,334
-644
1663
$45K ﹤0.01%
395
+154
1664
$44.9K ﹤0.01%
389
1665
$44.8K ﹤0.01%
1,023
+116
1666
$44.7K ﹤0.01%
+825
1667
$44.7K ﹤0.01%
786
+18
1668
$44.6K ﹤0.01%
367
-71
1669
$44.5K ﹤0.01%
12,688
+165
1670
$44.3K ﹤0.01%
8,315
1671
$44.3K ﹤0.01%
1,450
-500
1672
$44.1K ﹤0.01%
341
-174
1673
$44.1K ﹤0.01%
3,959
+205
1674
$43.6K ﹤0.01%
4,141
-34
1675
$43.2K ﹤0.01%
1,379
-490
65 66
67
68 69