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
2776
$1.74K ﹤0.01%
+73
2777
$1.71K ﹤0.01%
+150
2778
$1.71K ﹤0.01%
+28
2779
$1.66K ﹤0.01%
+50
2780
$1.65K ﹤0.01%
+82
2781
$1.65K ﹤0.01%
+100
2782
$1.64K ﹤0.01%
+74
2783
$1.63K ﹤0.01%
+18
2784
$1.63K ﹤0.01%
+175
2785
$1.63K ﹤0.01%
+138
2786
$1.62K ﹤0.01%
+131
2787
$1.62K ﹤0.01%
+299
2788
$1.62K ﹤0.01%
+45
2789
$1.61K ﹤0.01%
56
-12,924
2790
$1.6K ﹤0.01%
+72
2791
$1.56K ﹤0.01%
+116
2792
$1.56K ﹤0.01%
+1,000
2793
$1.54K ﹤0.01%
+103
2794
$1.53K ﹤0.01%
+20
2795
$1.53K ﹤0.01%
+250
2796
$1.51K ﹤0.01%
+87
2797
$1.5K ﹤0.01%
+5
2798
$1.5K ﹤0.01%
+50
2799
$1.49K ﹤0.01%
+1,000
2800
$1.49K ﹤0.01%
+45
110 111
112
113 114