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
2851
$1.06K ﹤0.01%
+36
2852
$1.04K ﹤0.01%
+100
2853
$1.04K ﹤0.01%
+60
2854
$1.03K ﹤0.01%
+154
2855
$1.03K ﹤0.01%
+24
2856
$1.03K ﹤0.01%
+200
2857
$1.02K ﹤0.01%
+20
2858
$1.01K ﹤0.01%
+43
2859
$999 ﹤0.01%
+16
2860
$995 ﹤0.01%
+132
2861
$991 ﹤0.01%
+66
2862
$990 ﹤0.01%
+10
2863
$990 ﹤0.01%
+35
2864
$988 ﹤0.01%
+29
2865
$984 ﹤0.01%
+77
2866
$979 ﹤0.01%
+68
2867
$975 ﹤0.01%
+153
2868
$963 ﹤0.01%
+104
2869
$963 ﹤0.01%
+300
2870
$940 ﹤0.01%
+525
2871
$935 ﹤0.01%
+79
2872
$920 ﹤0.01%
+100
2873
$913 ﹤0.01%
+250
2874
$913 ﹤0.01%
+94
2875
$895 ﹤0.01%
+146
113 114
115
116 117