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
1701
$40.9K ﹤0.01%
1,000
-494
1702
$40.7K ﹤0.01%
892
+236
1703
$40.7K ﹤0.01%
500
1704
$40.6K ﹤0.01%
713
+407
1705
$40.5K ﹤0.01%
945
+112
1706
$40.3K ﹤0.01%
1,000
1707
$40.3K ﹤0.01%
8,385
+8,250
1708
$40.2K ﹤0.01%
+13,500
1709
$40.2K ﹤0.01%
3,123
+1,501
1710
$40.1K ﹤0.01%
650
-650
1711
$40K ﹤0.01%
600
1712
$39.9K ﹤0.01%
6,940
+6,240
1713
$39.9K ﹤0.01%
554
-10
1714
$39.8K ﹤0.01%
2,520
-40
1715
$39.7K ﹤0.01%
1,414
1716
$39.7K ﹤0.01%
2,096
+2,076
1717
$39.4K ﹤0.01%
282
+145
1718
$39.3K ﹤0.01%
+1,491
1719
$39.3K ﹤0.01%
4,680
+2,258
1720
$39.2K ﹤0.01%
388
-163
1721
$39.1K ﹤0.01%
7,982
+111
1722
$39.1K ﹤0.01%
+643
1723
$39.1K ﹤0.01%
1,234
+10
1724
$39K ﹤0.01%
6,600
1725
$38.9K ﹤0.01%
406
67 68
69
70 71