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
1901
$26K ﹤0.01%
617
-374
1902
$26K ﹤0.01%
600
1903
$25.9K ﹤0.01%
1,293
+140
1904
$25.8K ﹤0.01%
901
1905
$25.8K ﹤0.01%
1,555
-635
1906
$25.8K ﹤0.01%
400
1907
$25.8K ﹤0.01%
1,500
1908
$25.5K ﹤0.01%
157
+4
1909
$25.5K ﹤0.01%
518
+5
1910
$25.5K ﹤0.01%
4,431
+1
1911
$25.4K ﹤0.01%
749
-13
1912
$25.2K ﹤0.01%
873
+469
1913
$25.1K ﹤0.01%
481
1914
$25.1K ﹤0.01%
187
+10
1915
$25K ﹤0.01%
356
1916
$24.9K ﹤0.01%
657
-14
1917
$24.8K ﹤0.01%
1,403
+1,351
1918
$24.8K ﹤0.01%
286
1919
$24.7K ﹤0.01%
1,184
-194
1920
$24.7K ﹤0.01%
540
1921
$24.4K ﹤0.01%
1,137
1922
$24.1K ﹤0.01%
+5,000
1923
$24.1K ﹤0.01%
329
1924
$24.1K ﹤0.01%
367
1925
$24K ﹤0.01%
319
+224
75 76
77
78 79