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
2926
$545 ﹤0.01%
14,620
2927
$543 ﹤0.01%
+100
2928
$538 ﹤0.01%
+31
2929
$536 ﹤0.01%
+95
2930
$533 ﹤0.01%
+34
2931
$527 ﹤0.01%
+25
2932
$523 ﹤0.01%
+6
2933
$503 ﹤0.01%
+33
2934
$500 ﹤0.01%
+534
2935
$497 ﹤0.01%
+35
2936
$490 ﹤0.01%
+1,400
2937
$481 ﹤0.01%
+50
2938
$470 ﹤0.01%
+10
2939
$462 ﹤0.01%
+25
2940
$458 ﹤0.01%
+5
2941
$455 ﹤0.01%
+100
2942
$453 ﹤0.01%
+14
2943
$447 ﹤0.01%
+43
2944
$439 ﹤0.01%
+100
2945
$433 ﹤0.01%
+222
2946
$430 ﹤0.01%
+13
2947
$427 ﹤0.01%
+10
2948
$415 ﹤0.01%
+11
2949
$414 ﹤0.01%
+100
2950
$414 ﹤0.01%
+63
116 117
118
119 120