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
2251
$9.77K ﹤0.01%
+180
2252
$9.76K ﹤0.01%
65
2253
$9.74K ﹤0.01%
2,400
2254
$9.73K ﹤0.01%
785
-6,447
2255
$9.72K ﹤0.01%
+10,526
2256
$9.7K ﹤0.01%
+200
2257
$9.66K ﹤0.01%
100
2258
$9.64K ﹤0.01%
83
-11
2259
$9.44K ﹤0.01%
294
-96
2260
$9.42K ﹤0.01%
300
2261
$9.42K ﹤0.01%
438
+434
2262
$9.41K ﹤0.01%
390
-73,498
2263
$9.35K ﹤0.01%
519
+112
2264
$9.29K ﹤0.01%
168
2265
$9.27K ﹤0.01%
104
2266
$9.26K ﹤0.01%
+230
2267
$9.26K ﹤0.01%
85
+5
2268
$9.23K ﹤0.01%
265
2269
$9.2K ﹤0.01%
953
+363
2270
$9.14K ﹤0.01%
2,092
+14
2271
$9.09K ﹤0.01%
+598
2272
$9.07K ﹤0.01%
1,096
+241
2273
$9.07K ﹤0.01%
570
+500
2274
$9.02K ﹤0.01%
1,177
-235
2275
$8.9K ﹤0.01%
5,000
89 90
91
92 93