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
2601
$3.54K ﹤0.01%
+100
2602
$3.53K ﹤0.01%
+123
2603
$3.52K ﹤0.01%
+60
2604
$3.52K ﹤0.01%
+74
2605
$3.51K ﹤0.01%
+84
2606
$3.5K ﹤0.01%
+3,939
2607
$3.45K ﹤0.01%
+250
2608
$3.44K ﹤0.01%
+28
2609
$3.44K ﹤0.01%
+320
2610
$3.44K ﹤0.01%
+207
2611
$3.42K ﹤0.01%
+267
2612
$3.41K ﹤0.01%
+60
2613
$3.4K ﹤0.01%
+230
2614
$3.39K ﹤0.01%
+600
2615
$3.39K ﹤0.01%
+27
2616
$3.37K ﹤0.01%
+120
2617
$3.36K ﹤0.01%
+200
2618
$3.35K ﹤0.01%
+300
2619
$3.34K ﹤0.01%
+220
2620
$3.34K ﹤0.01%
+153
2621
$3.33K ﹤0.01%
+351
2622
$3.32K ﹤0.01%
+337
2623
$3.31K ﹤0.01%
+251
2624
$3.31K ﹤0.01%
+63
2625
$3.3K ﹤0.01%
+114
103 104
105
106 107