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
2626
$3.3K ﹤0.01%
+84
2627
$3.29K ﹤0.01%
+89
2628
$3.29K ﹤0.01%
+22
2629
$3.29K ﹤0.01%
+60
2630
$3.29K ﹤0.01%
+66
2631
$3.26K ﹤0.01%
+83
2632
$3.26K ﹤0.01%
+758
2633
$3.26K ﹤0.01%
+407
2634
$3.24K ﹤0.01%
+209
2635
$3.23K ﹤0.01%
+100
2636
$3.23K ﹤0.01%
+60
2637
$3.22K ﹤0.01%
+169
2638
$3.21K ﹤0.01%
+553
2639
$3.2K ﹤0.01%
+115
2640
$3.19K ﹤0.01%
+1,000
2641
$3.18K ﹤0.01%
+64
2642
$3.12K ﹤0.01%
+108
2643
$3.11K ﹤0.01%
+671
2644
$3.11K ﹤0.01%
+106
2645
$3.09K ﹤0.01%
+200
2646
$3.05K ﹤0.01%
+65
2647
$3.05K ﹤0.01%
+62
2648
$3.02K ﹤0.01%
+2,067
2649
$3.01K ﹤0.01%
+780
2650
$2.98K ﹤0.01%
+500
104 105
106
107 108