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
2976
$254 ﹤0.01%
+6
2977
$248 ﹤0.01%
+83
2978
$236 ﹤0.01%
+5
2979
$235 ﹤0.01%
+134
2980
$232 ﹤0.01%
+259
2981
$232 ﹤0.01%
+31
2982
$227 ﹤0.01%
+20
2983
$224 ﹤0.01%
+31
2984
$223 ﹤0.01%
+23
2985
$207 ﹤0.01%
+95
2986
$205 ﹤0.01%
+63
2987
$203 ﹤0.01%
+29
2988
$203 ﹤0.01%
+3
2989
$200 ﹤0.01%
+4
2990
$198 ﹤0.01%
+26
2991
$197 ﹤0.01%
+27
2992
$194 ﹤0.01%
+5
2993
$188 ﹤0.01%
+10
2994
$179 ﹤0.01%
+57
2995
$179 ﹤0.01%
+75
2996
$173 ﹤0.01%
+18
2997
$172 ﹤0.01%
+6
2998
$170 ﹤0.01%
+10
2999
$163 ﹤0.01%
+100
3000
$159 ﹤0.01%
+1
118 119
120
121 122