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
3001
$152 ﹤0.01%
+12
3002
$149 ﹤0.01%
+22
3003
$145 ﹤0.01%
+105
3004
$143 ﹤0.01%
+3
3005
$143 ﹤0.01%
+2
3006
$132 ﹤0.01%
+5
3007
$123 ﹤0.01%
+11
3008
$121 ﹤0.01%
+7
3009
$110 ﹤0.01%
+26
3010
$109 ﹤0.01%
+2
3011
$107 ﹤0.01%
+3
3012
$91 ﹤0.01%
+3
3013
$89 ﹤0.01%
+2
3014
$79 ﹤0.01%
+3
3015
$76 ﹤0.01%
+53
3016
$73 ﹤0.01%
+4
3017
$72 ﹤0.01%
+21
3018
$66 ﹤0.01%
+300
3019
$62 ﹤0.01%
+10
3020
$60 ﹤0.01%
+400
3021
$57 ﹤0.01%
+82
3022
$47 ﹤0.01%
+20
3023
$42 ﹤0.01%
+3
3024
$41 ﹤0.01%
+12
3025
$39 ﹤0.01%
+1
119 120
121
122 123