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
2501
$5.11K ﹤0.01%
+500
2502
$5.06K ﹤0.01%
+45
2503
$5.02K ﹤0.01%
+99
2504
$4.98K ﹤0.01%
+64
2505
$4.95K ﹤0.01%
+159
2506
$4.94K ﹤0.01%
+165
2507
$4.92K ﹤0.01%
+247
2508
$4.9K ﹤0.01%
+564
2509
$4.9K ﹤0.01%
+83
2510
$4.9K ﹤0.01%
+150
2511
$4.89K ﹤0.01%
+447
2512
$4.88K ﹤0.01%
+5,100
2513
$4.82K ﹤0.01%
+2,000
2514
$4.81K ﹤0.01%
+307
2515
$4.81K ﹤0.01%
+407
2516
$4.79K ﹤0.01%
+107
2517
$4.79K ﹤0.01%
+200
2518
$4.77K ﹤0.01%
+1,112
2519
$4.76K ﹤0.01%
+367
2520
$4.71K ﹤0.01%
+91
2521
$4.71K ﹤0.01%
+402
2522
$4.7K ﹤0.01%
+86
2523
$4.69K ﹤0.01%
+66
2524
$4.68K ﹤0.01%
+2,647
2525
$4.68K ﹤0.01%
+108
99 100
101
102 103