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
2951
$411 ﹤0.01%
+38
2952
$401 ﹤0.01%
+15
2953
$386 ﹤0.01%
+80
2954
$385 ﹤0.01%
+26
2955
$383 ﹤0.01%
+250
2956
$368 ﹤0.01%
+9
2957
$367 ﹤0.01%
+6
2958
$362 ﹤0.01%
+15
2959
$344 ﹤0.01%
+4
2960
$339 ﹤0.01%
+30
2961
$332 ﹤0.01%
+12
2962
$331 ﹤0.01%
+20
2963
$312 ﹤0.01%
+655
2964
$312 ﹤0.01%
+50
2965
$311 ﹤0.01%
+50
2966
$311 ﹤0.01%
+186
2967
$309 ﹤0.01%
+18
2968
$295 ﹤0.01%
+123
2969
$283 ﹤0.01%
+315
2970
$282 ﹤0.01%
+4,074
2971
$279 ﹤0.01%
+8
2972
$272 ﹤0.01%
+4
2973
$267 ﹤0.01%
+10
2974
$256 ﹤0.01%
+50
2975
$255 ﹤0.01%
+10
117 118
119
120 121