CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$689M
2
+$203M
3
+$163M
4
ULTA icon
Ulta Beauty
ULTA
+$108M
5
MCD icon
McDonald's
MCD
+$103M

Top Sells

1
+$237M
2
+$178M
3
+$103M
4
V icon
Visa
V
+$100M
5
HD icon
Home Depot
HD
+$92.3M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.17%
4 Industrials 10.01%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$1.49K ﹤0.01%
+57
2802
$1.48K ﹤0.01%
+1,041
2803
$1.46K ﹤0.01%
+650
2804
$1.46K ﹤0.01%
+37
2805
$1.45K ﹤0.01%
+170
2806
$1.44K ﹤0.01%
+47
2807
$1.44K ﹤0.01%
+606
2808
$1.44K ﹤0.01%
+245
2809
$1.43K ﹤0.01%
+100
2810
$1.43K ﹤0.01%
+308
2811
$1.42K ﹤0.01%
+263
2812
$1.42K ﹤0.01%
+21
2813
$1.42K ﹤0.01%
+412
2814
$1.42K ﹤0.01%
+61
2815
$1.41K ﹤0.01%
+60
2816
$1.41K ﹤0.01%
+581
2817
$1.4K ﹤0.01%
+63
2818
$1.38K ﹤0.01%
+1,050
2819
$1.37K ﹤0.01%
+21
2820
$1.36K ﹤0.01%
+41
2821
$1.35K ﹤0.01%
+26
2822
$1.33K ﹤0.01%
+100
2823
$1.31K ﹤0.01%
+174
2824
$1.31K ﹤0.01%
+343
2825
$1.31K ﹤0.01%
+38
111 112
113
114 115