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
2551
$4.24K ﹤0.01%
+263
2552
$4.23K ﹤0.01%
+157
2553
$4.22K ﹤0.01%
+238
2554
$4.18K ﹤0.01%
+335
2555
$4.18K ﹤0.01%
+970
2556
$4.16K ﹤0.01%
+553
2557
$4.13K ﹤0.01%
+434
2558
$4.13K ﹤0.01%
+1,500
2559
$4.1K ﹤0.01%
+333
2560
$4.09K ﹤0.01%
+100
2561
$4.09K ﹤0.01%
+775
2562
$4.03K ﹤0.01%
+78
2563
$4.01K ﹤0.01%
+46
2564
$4.01K ﹤0.01%
+191
2565
$4K ﹤0.01%
+287
2566
$3.98K ﹤0.01%
+100
2567
$3.97K ﹤0.01%
+94
2568
$3.96K ﹤0.01%
+1,000
2569
$3.94K ﹤0.01%
+159
2570
$3.92K ﹤0.01%
+253
2571
$3.92K ﹤0.01%
+34
2572
$3.9K ﹤0.01%
+45
2573
$3.86K ﹤0.01%
+33
2574
$3.84K ﹤0.01%
+89
2575
$3.83K ﹤0.01%
+157
101 102
103
104 105