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
2751
$2.01K ﹤0.01%
+31
2752
$1.99K ﹤0.01%
+40
2753
$1.99K ﹤0.01%
+73
2754
$1.97K ﹤0.01%
+29
2755
$1.97K ﹤0.01%
+96
2756
$1.96K ﹤0.01%
+304
2757
$1.95K ﹤0.01%
+100
2758
$1.94K ﹤0.01%
+56
2759
$1.94K ﹤0.01%
+32
2760
$1.92K ﹤0.01%
+85
2761
$1.91K ﹤0.01%
+61
2762
$1.91K ﹤0.01%
+500
2763
$1.9K ﹤0.01%
+300
2764
$1.89K ﹤0.01%
+108
2765
$1.87K ﹤0.01%
+113
2766
$1.87K ﹤0.01%
+51
2767
$1.86K ﹤0.01%
+86
2768
$1.85K ﹤0.01%
+33
2769
$1.85K ﹤0.01%
+82
2770
$1.84K ﹤0.01%
+55
2771
$1.79K ﹤0.01%
+69
2772
$1.79K ﹤0.01%
+61
2773
$1.78K ﹤0.01%
+29
2774
$1.76K ﹤0.01%
+321
2775
$1.75K ﹤0.01%
+620
109 110
111
112 113