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
3026
$38 ﹤0.01%
+1
3027
$36 ﹤0.01%
+15
3028
$34 ﹤0.01%
+1
3029
$34 ﹤0.01%
+7
3030
$32 ﹤0.01%
+12
3031
$32 ﹤0.01%
+30
3032
$27 ﹤0.01%
+62
3033
– –
0
3034
$25 ﹤0.01%
+1
3035
$23 ﹤0.01%
+1
3036
$23 ﹤0.01%
10
-150,090
3037
– –
0
3038
$21 ﹤0.01%
+1
3039
$16 ﹤0.01%
+1
3040
$13 ﹤0.01%
+4
3041
$13 ﹤0.01%
+1
3042
$13 ﹤0.01%
+2,100
3043
$11 ﹤0.01%
+1
3044
$10 ﹤0.01%
+1
3045
$10 ﹤0.01%
+2
3046
$9 ﹤0.01%
+1
3047
– –
0
3048
– –
0
3049
$8 ﹤0.01%
+100
3050
– –
0
120 121
122
123 124