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
1926
$23.9K ﹤0.01%
279
+100
1927
$23.9K ﹤0.01%
159
+1
1928
$23.8K ﹤0.01%
1,570
1929
$23.8K ﹤0.01%
+287
1930
$23.8K ﹤0.01%
137
+64
1931
$23.6K ﹤0.01%
2,000
1932
$23.6K ﹤0.01%
400
1933
$23.5K ﹤0.01%
391
-44
1934
$23.4K ﹤0.01%
1,800
1935
$23.3K ﹤0.01%
2,821
+381
1936
$23.2K ﹤0.01%
800
1937
$23.2K ﹤0.01%
254
+154
1938
$23.2K ﹤0.01%
725
1939
$23.2K ﹤0.01%
244
1940
$23.1K ﹤0.01%
136
+36
1941
$23.1K ﹤0.01%
740
+220
1942
$23K ﹤0.01%
106
1943
$23K ﹤0.01%
1,000
1944
$22.9K ﹤0.01%
1,000
1945
$22.8K ﹤0.01%
617
-51
1946
$22.7K ﹤0.01%
205
-9
1947
$22.6K ﹤0.01%
321
-191
1948
$22.6K ﹤0.01%
+1,673
1949
$22.5K ﹤0.01%
285
-203
1950
$22.5K ﹤0.01%
776
-205
76 77
78
79 80