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
2226
$10.7K ﹤0.01%
+1,569
2227
$10.7K ﹤0.01%
+596
2228
$10.7K ﹤0.01%
1,500
2229
$10.6K ﹤0.01%
154
-10
2230
$10.6K ﹤0.01%
60
-60
2231
$10.6K ﹤0.01%
646
+464
2232
$10.5K ﹤0.01%
992
-20
2233
$10.5K ﹤0.01%
5,970
2234
$10.4K ﹤0.01%
418
+5
2235
$10.4K ﹤0.01%
822
-531
2236
$10.4K ﹤0.01%
737
+558
2237
$10.3K ﹤0.01%
72
-37
2238
$10.3K ﹤0.01%
+381
2239
$10.3K ﹤0.01%
5,000
+4,000
2240
$10.2K ﹤0.01%
170
2241
$10.1K ﹤0.01%
190
+176
2242
$10.1K ﹤0.01%
12,500
2243
$10.1K ﹤0.01%
+1,396
2244
$10.1K ﹤0.01%
348
+220
2245
$10K ﹤0.01%
411
+5
2246
$9.99K ﹤0.01%
1,000
2247
$9.88K ﹤0.01%
1,300
-200
2248
$9.85K ﹤0.01%
+400
2249
$9.8K ﹤0.01%
1,088
2250
$9.79K ﹤0.01%
197
+131
88 89
90
91 92