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
276
$16.6M 0.03%
78,153
-6,120
277
$16.6M 0.03%
395,977
-12,081
278
$16.5M 0.03%
195,682
+364
279
$16.4M 0.03%
144,834
+1,546
280
$16M 0.03%
91,347
-4,828
281
$15.9M 0.03%
25
282
$15.8M 0.03%
150,742
+1,765
283
$15.8M 0.03%
39,120
+108
284
$15.7M 0.03%
34,778
-632
285
$15.7M 0.03%
418,490
+12,457
286
$15.7M 0.03%
351,912
+3,611
287
$15.3M 0.03%
84,338
+3,283
288
$15.3M 0.03%
41,947
-3,130
289
$15M 0.03%
167,641
-33,000
290
$15M 0.03%
61,446
-1,601
291
$14.8M 0.03%
43,692
+405
292
$14.7M 0.03%
104,994
+7,270
293
$14.6M 0.03%
83,799
+1,195
294
$14.5M 0.03%
135,492
+120,436
295
$14.5M 0.03%
196,097
+700
296
$14.4M 0.03%
540,438
+4,818
297
$14.3M 0.03%
41,493
-685
298
$14.2M 0.03%
155,081
+75,513
299
$14M 0.03%
83,115
+60,929
300
$13.9M 0.03%
1,111,768
-75,417
10 11
12
13 14