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
2576
$3.83K ﹤0.01%
+253
2577
$3.82K ﹤0.01%
+146
2578
$3.81K ﹤0.01%
+77
2579
$3.8K ﹤0.01%
+150
2580
$3.79K ﹤0.01%
+88
2581
$3.77K ﹤0.01%
+84
2582
$3.75K ﹤0.01%
+85
2583
$3.72K ﹤0.01%
+128
2584
$3.72K ﹤0.01%
+101
2585
$3.71K ﹤0.01%
+28
2586
$3.71K ﹤0.01%
+396
2587
$3.69K ﹤0.01%
+485
2588
$3.68K ﹤0.01%
+75
2589
$3.66K ﹤0.01%
+84
2590
$3.65K ﹤0.01%
+23
2591
$3.64K ﹤0.01%
+72
2592
$3.64K ﹤0.01%
+1,800
2593
$3.63K ﹤0.01%
+21
2594
$3.62K ﹤0.01%
+172
2595
$3.6K ﹤0.01%
+1,000
2596
$3.59K ﹤0.01%
+215
2597
$3.57K ﹤0.01%
+259
2598
$3.57K ﹤0.01%
+100
2599
$3.56K ﹤0.01%
+2,000
2600
$3.55K ﹤0.01%
+330
102 103
104
105 106