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
2651
$2.97K ﹤0.01%
+25
2652
$2.97K ﹤0.01%
+219
2653
$2.94K ﹤0.01%
+291
2654
$2.93K ﹤0.01%
+60
2655
$2.92K ﹤0.01%
+4,702
2656
$2.92K ﹤0.01%
+200
2657
$2.91K ﹤0.01%
+600
2658
$2.9K ﹤0.01%
+129
2659
$2.88K ﹤0.01%
+100
2660
$2.88K ﹤0.01%
+229
2661
$2.85K ﹤0.01%
+47
2662
$2.83K ﹤0.01%
+50
2663
$2.82K ﹤0.01%
+170
2664
$2.81K ﹤0.01%
+322
2665
$2.81K ﹤0.01%
+260
2666
$2.79K ﹤0.01%
+105
2667
$2.78K ﹤0.01%
+200
2668
$2.77K ﹤0.01%
+300
2669
$2.77K ﹤0.01%
+26
2670
$2.76K ﹤0.01%
+438
2671
$2.75K ﹤0.01%
+68
2672
$2.75K ﹤0.01%
+25
2673
$2.75K ﹤0.01%
+83
2674
$2.75K ﹤0.01%
+383
2675
$2.72K ﹤0.01%
+93
105 106
107
108 109