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
251
$23.1M 0.05%
39,515
+437
252
$22.1M 0.04%
727,964
+10,094
253
$21.8M 0.04%
176,949
+189
254
$21.6M 0.04%
233,610
-8,659
255
$21.1M 0.04%
775,147
-270,575
256
$21M 0.04%
+468,324
257
$20.8M 0.04%
263,955
+3,865
258
$20.8M 0.04%
52,770
+3,499
259
$20.7M 0.04%
283,206
+140,009
260
$20.5M 0.04%
117,017
+45,756
261
$20.3M 0.04%
121,156
-2,660
262
$19.8M 0.04%
+457,531
263
$19.7M 0.04%
250,775
+193,551
264
$17.9M 0.04%
94,544
-4,313
265
$17.9M 0.04%
516,880
-150,753
266
$17.6M 0.03%
141,319
-5,018
267
$17.5M 0.03%
528,171
+1,122
268
$17.4M 0.03%
24,479
-29,725
269
$17.3M 0.03%
276,339
+9,247
270
$17.3M 0.03%
229,890
+120
271
$17.3M 0.03%
192,756
+5,782
272
$17.2M 0.03%
77,781
+58,382
273
$17.1M 0.03%
256,737
+2,436
274
$17M 0.03%
+322,634
275
$17M 0.03%
+3,940,699
9 10
11
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