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
2901
$663 ﹤0.01%
335
-19,750
2902
$660 ﹤0.01%
+85
2903
$657 ﹤0.01%
+13
2904
$657 ﹤0.01%
+108
2905
$653 ﹤0.01%
+36
2906
$653 ﹤0.01%
+24
2907
$652 ﹤0.01%
+7
2908
$646 ﹤0.01%
+80
2909
$637 ﹤0.01%
+4
2910
$636 ﹤0.01%
+50
2911
$630 ﹤0.01%
+17
2912
$626 ﹤0.01%
+471
2913
$620 ﹤0.01%
+100
2914
$608 ﹤0.01%
+1,000
2915
$604 ﹤0.01%
+14
2916
$600 ﹤0.01%
+200
2917
$600 ﹤0.01%
+100
2918
$586 ﹤0.01%
+10
2919
$571 ﹤0.01%
+36
2920
$571 ﹤0.01%
+290
2921
$564 ﹤0.01%
+135
2922
$558 ﹤0.01%
+21
2923
$556 ﹤0.01%
+100
2924
$551 ﹤0.01%
+27
2925
$548 ﹤0.01%
+20
115 116
117
118 119