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
2101
$14.8K ﹤0.01%
+450
2102
$14.7K ﹤0.01%
89
2103
$14.7K ﹤0.01%
1,000
2104
$14.7K ﹤0.01%
1,321
-241
2105
$14.6K ﹤0.01%
2,308
2106
$14.6K ﹤0.01%
+10,000
2107
$14.5K ﹤0.01%
+2,430
2108
$14.5K ﹤0.01%
300
2109
$14.4K ﹤0.01%
+2,562
2110
$14.4K ﹤0.01%
295
+39
2111
$14.4K ﹤0.01%
675
+25
2112
$14.3K ﹤0.01%
3,101
2113
$14.3K ﹤0.01%
+598
2114
$14.3K ﹤0.01%
171
-51
2115
$14.3K ﹤0.01%
+1,164
2116
$14.2K ﹤0.01%
150
2117
$14.2K ﹤0.01%
212
-362
2118
$14.2K ﹤0.01%
2,285
-707,660
2119
$14.2K ﹤0.01%
+1,000
2120
$14.1K ﹤0.01%
+600
2121
$14.1K ﹤0.01%
+3,927
2122
$14.1K ﹤0.01%
611
+536
2123
$14K ﹤0.01%
+943
2124
$14K ﹤0.01%
146
+1
2125
$14K ﹤0.01%
500
83 84
85
86 87