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
2701
$2.47K ﹤0.01%
+50
2702
$2.43K ﹤0.01%
+135
2703
$2.43K ﹤0.01%
+900
2704
$2.43K ﹤0.01%
+150
2705
$2.43K ﹤0.01%
+178
2706
$2.42K ﹤0.01%
+9
2707
$2.42K ﹤0.01%
+433
2708
$2.41K ﹤0.01%
+72
2709
$2.41K ﹤0.01%
+75
2710
$2.4K ﹤0.01%
+100
2711
$2.38K ﹤0.01%
+135
2712
$2.35K ﹤0.01%
+30
2713
$2.34K ﹤0.01%
+180
2714
$2.34K ﹤0.01%
+106
2715
$2.33K ﹤0.01%
+108
2716
$2.33K ﹤0.01%
+65
2717
$2.32K ﹤0.01%
+450
2718
$2.32K ﹤0.01%
34
-8,566
2719
$2.31K ﹤0.01%
+309
2720
$2.29K ﹤0.01%
+144
2721
$2.29K ﹤0.01%
+304
2722
$2.28K ﹤0.01%
+60
2723
$2.27K ﹤0.01%
+16
2724
$2.27K ﹤0.01%
+238
2725
$2.27K ﹤0.01%
+340
107 108
109
110 111