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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,085
New
Increased
Reduced
Closed

Top Buys

1 +$659M
2 +$184M
3 +$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

1 +$234M
2 +$162M
3 +$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$5.46K ﹤0.01%
+93
2477
$5.44K ﹤0.01%
+108
2478
$5.43K ﹤0.01%
+63
2479
$5.43K ﹤0.01%
+809
2480
$5.42K ﹤0.01%
+1,484
2481
$5.42K ﹤0.01%
+500
2482
$5.37K ﹤0.01%
+70
2483
$5.35K ﹤0.01%
+140
2484
$5.35K ﹤0.01%
+157
2485
$5.34K ﹤0.01%
+902
2486
$5.33K ﹤0.01%
+170
2487
$5.32K ﹤0.01%
+864
2488
$5.28K ﹤0.01%
+2,000
2489
$5.27K ﹤0.01%
+30
2490
$5.26K ﹤0.01%
503
2491
$5.24K ﹤0.01%
+145
2492
$5.23K ﹤0.01%
+320
2493
$5.22K ﹤0.01%
+110
2494
$5.2K ﹤0.01%
+144
2495
$5.2K ﹤0.01%
108
-7,277
2496
$5.19K ﹤0.01%
+440
2497
$5.17K ﹤0.01%
+45
2498
$5.15K ﹤0.01%
+84
2499
$5.15K ﹤0.01%
+650
2500
$5.11K ﹤0.01%
+187