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
2726
$2.26K ﹤0.01%
+117
2727
$2.25K ﹤0.01%
+113
2728
$2.24K ﹤0.01%
+105
2729
$2.23K ﹤0.01%
+160
2730
$2.22K ﹤0.01%
+81
2731
$2.22K ﹤0.01%
+325
2732
$2.21K ﹤0.01%
+28
2733
$2.21K ﹤0.01%
+41
2734
$2.21K ﹤0.01%
+1,060
2735
$2.2K ﹤0.01%
+365
2736
$2.19K ﹤0.01%
+100
2737
$2.19K ﹤0.01%
+65
2738
$2.18K ﹤0.01%
+2,100
2739
$2.18K ﹤0.01%
+43
2740
$2.17K ﹤0.01%
+31
2741
$2.17K ﹤0.01%
+500
2742
$2.16K ﹤0.01%
+3,500
2743
$2.14K ﹤0.01%
+10
2744
$2.13K ﹤0.01%
+253
2745
$2.12K ﹤0.01%
+23
2746
$2.1K ﹤0.01%
+137
2747
$2.07K ﹤0.01%
+1,000
2748
$2.06K ﹤0.01%
+80
2749
$2.06K ﹤0.01%
+200
2750
$2.04K ﹤0.01%
+60
108 109
110
111 112