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
2526
$4.67K ﹤0.01%
+1,000
2527
$4.67K ﹤0.01%
+300
2528
$4.59K ﹤0.01%
+25
2529
$4.58K ﹤0.01%
+100
2530
$4.58K ﹤0.01%
+22
2531
$4.54K ﹤0.01%
+107
2532
$4.54K ﹤0.01%
+600
2533
$4.53K ﹤0.01%
+1,318
2534
$4.53K ﹤0.01%
+25
2535
$4.52K ﹤0.01%
+100
2536
$4.5K ﹤0.01%
+109
2537
$4.49K ﹤0.01%
+7,304
2538
$4.46K ﹤0.01%
+400
2539
$4.45K ﹤0.01%
75
-12,180
2540
$4.42K ﹤0.01%
+89
2541
$4.41K ﹤0.01%
+781
2542
$4.38K ﹤0.01%
+50
2543
$4.38K ﹤0.01%
50,000
2544
$4.37K ﹤0.01%
+1,290
2545
$4.36K ﹤0.01%
+136
2546
$4.35K ﹤0.01%
+186
2547
$4.34K ﹤0.01%
+2,000
2548
$4.3K ﹤0.01%
+200
2549
$4.3K ﹤0.01%
+234
2550
$4.25K ﹤0.01%
+202
100 101
102
103 104