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
1851
$28.6K ﹤0.01%
1,910
1852
$28.6K ﹤0.01%
5,000
1853
$28.5K ﹤0.01%
305
1854
$28.5K ﹤0.01%
986
+50
1855
$28.4K ﹤0.01%
2,001
+1
1856
$28.4K ﹤0.01%
+2,500
1857
$28.3K ﹤0.01%
700
+4
1858
$28.3K ﹤0.01%
1,983
1859
$28.3K ﹤0.01%
354
+109
1860
$28.3K ﹤0.01%
880
+80
1861
$28.3K ﹤0.01%
226
-82
1862
$28.2K ﹤0.01%
+713
1863
$28.1K ﹤0.01%
1,275
+115
1864
$28K ﹤0.01%
703
1865
$27.9K ﹤0.01%
1,552
-338
1866
$27.9K ﹤0.01%
+1,681
1867
$27.9K ﹤0.01%
978
+748
1868
$27.8K ﹤0.01%
3,000
1869
$27.7K ﹤0.01%
+1,000
1870
$27.6K ﹤0.01%
1,368
1871
$27.6K ﹤0.01%
1,510
-170
1872
$27.6K ﹤0.01%
715
1873
$27.5K ﹤0.01%
6,664
1874
$27.5K ﹤0.01%
749
-24
1875
$27.5K ﹤0.01%
1,056
+19
73 74
75
76 77