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
2876
$895 ﹤0.01%
+146
2877
$892 ﹤0.01%
+19
2878
$890 ﹤0.01%
+10
2879
$851 ﹤0.01%
+25
2880
$850 ﹤0.01%
+100
2881
$841 ﹤0.01%
+59
2882
$836 ﹤0.01%
+123
2883
$826 ﹤0.01%
+26
2884
$824 ﹤0.01%
+73
2885
$788 ﹤0.01%
+125
2886
$774 ﹤0.01%
+300
2887
$752 ﹤0.01%
+9
2888
$745 ﹤0.01%
+140
2889
$740 ﹤0.01%
+250
2890
$735 ﹤0.01%
+50
2891
$730 ﹤0.01%
+50
2892
$724 ﹤0.01%
+100
2893
$724 ﹤0.01%
+10
2894
$720 ﹤0.01%
+100
2895
$713 ﹤0.01%
+432
2896
$710 ﹤0.01%
+100
2897
$708 ﹤0.01%
+26
2898
$680 ﹤0.01%
+49
2899
$675 ﹤0.01%
+63
2900
$668 ﹤0.01%
+15
114 115
116
117 118