CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.1B
AUM Growth
+$3.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,085
New
Increased
Reduced
Closed

Top Buys

1
+$689M
2
+$203M
3
+$163M
4
ULTA icon
Ulta Beauty
ULTA
+$108M
5
MCD icon
McDonald's
MCD
+$103M

Top Sells

1
+$237M
2
+$178M
3
+$103M
4
V icon
Visa
V
+$100M
5
HD icon
Home Depot
HD
+$92.3M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.17%
4 Industrials 10.01%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30.4M 0.06%
172,473
+807
227
$30.3M 0.06%
330,680
-51,377
228
$29.8M 0.06%
167,141
+456
229
$29.6M 0.06%
203,137
+1,890
230
$29.5M 0.06%
114,149
+6,023
231
$29.2M 0.06%
59,179
+7
232
$28.7M 0.06%
134,146
-64,423
233
$27.7M 0.05%
296,262
-362,822
234
$27.6M 0.05%
1,109,252
-456,521
235
$27M 0.05%
334,663
+278,065
236
$26.7M 0.05%
174,249
+548
237
$26.6M 0.05%
209,789
-54,050
238
$26.5M 0.05%
1,145,778
-437,461
239
$26.4M 0.05%
274,988
+234,292
240
$26.4M 0.05%
1,529,955
-574,910
241
$26.2M 0.05%
1,038,249
-1,156
242
$25.8M 0.05%
421,732
-3,676
243
$25.4M 0.05%
236,346
+54,207
244
$25.1M 0.05%
69,023
-1,122
245
$24.7M 0.05%
70,317
-345
246
$24.1M 0.05%
433,089
+768
247
$24M 0.05%
162,424
+4,447
248
$23.8M 0.05%
312,134
+296,566
249
$23.4M 0.05%
67,310
-36,987
250
$23.2M 0.05%
1,854,916
+394,835
8 9
10
11 12