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
2826
$1.31K ﹤0.01%
+100
2827
$1.29K ﹤0.01%
+39
2828
$1.29K ﹤0.01%
+10
2829
$1.29K ﹤0.01%
+510
2830
$1.28K ﹤0.01%
+300
2831
$1.28K ﹤0.01%
+49
2832
$1.27K ﹤0.01%
+70
2833
$1.27K ﹤0.01%
+160
2834
$1.26K ﹤0.01%
+111
2835
$1.26K ﹤0.01%
+161
2836
$1.25K ﹤0.01%
+81
2837
$1.25K ﹤0.01%
+32
2838
$1.24K ﹤0.01%
+125
2839
$1.22K ﹤0.01%
+20
2840
$1.22K ﹤0.01%
+1,000
2841
$1.21K ﹤0.01%
+223
2842
$1.2K ﹤0.01%
+41
2843
$1.2K ﹤0.01%
+55
2844
$1.17K ﹤0.01%
+15
2845
$1.17K ﹤0.01%
+1,700
2846
$1.17K ﹤0.01%
+500
2847
$1.17K ﹤0.01%
+125
2848
$1.12K ﹤0.01%
+67
2849
$1.12K ﹤0.01%
+100
2850
$1.09K ﹤0.01%
+3
112 113
114
115 116