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
1726
$38.6K ﹤0.01%
354
+250
1727
$38.5K ﹤0.01%
3,675
1728
$38.5K ﹤0.01%
5,185
-1,143
1729
$38.3K ﹤0.01%
749
+29
1730
$38.2K ﹤0.01%
135
+101
1731
$38.1K ﹤0.01%
1,199
-328
1732
$38.1K ﹤0.01%
219
-12
1733
$37.9K ﹤0.01%
426
+73
1734
$37.8K ﹤0.01%
+1,152
1735
$37.7K ﹤0.01%
4,238
+1,164
1736
$37.6K ﹤0.01%
1,000
-3,750
1737
$37.6K ﹤0.01%
365
-82
1738
$37.5K ﹤0.01%
450
1739
$37.5K ﹤0.01%
311
+69
1740
$37.5K ﹤0.01%
779
-383
1741
$37.4K ﹤0.01%
+160,530
1742
$37.3K ﹤0.01%
433
+54
1743
$37.3K ﹤0.01%
1,663
-628
1744
$37.2K ﹤0.01%
541
1745
$37.1K ﹤0.01%
+1,302
1746
$37.1K ﹤0.01%
+2,104
1747
$37K ﹤0.01%
1,460
1748
$36.9K ﹤0.01%
1,832
+700
1749
$36.7K ﹤0.01%
410
-100
1750
$36.6K ﹤0.01%
11,101
+2,001
68 69
70
71 72