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
1826
$30.3K ﹤0.01%
1,500
1827
$30.2K ﹤0.01%
452
1828
$30.1K ﹤0.01%
+783
1829
$29.9K ﹤0.01%
2,700
+150
1830
$29.9K ﹤0.01%
1,661
-70
1831
$29.9K ﹤0.01%
761
+43
1832
$29.8K ﹤0.01%
2,047
+66
1833
$29.8K ﹤0.01%
4,649
+2,600
1834
$29.8K ﹤0.01%
154
+79
1835
$29.7K ﹤0.01%
209
-855
1836
$29.7K ﹤0.01%
904
+316
1837
$29.5K ﹤0.01%
+2,412
1838
$29.5K ﹤0.01%
+234
1839
$29.5K ﹤0.01%
3,845
1840
$29.3K ﹤0.01%
4,671
+60
1841
$29.3K ﹤0.01%
626
+2
1842
$29.2K ﹤0.01%
+1,152
1843
$29K ﹤0.01%
1,614
-538
1844
$29K ﹤0.01%
427
1845
$28.9K ﹤0.01%
895
1846
$28.9K ﹤0.01%
4,001
+1
1847
$28.9K ﹤0.01%
768
+484
1848
$28.8K ﹤0.01%
686
+16
1849
$28.7K ﹤0.01%
566
+101
1850
$28.7K ﹤0.01%
750
72 73
74
75 76