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
3051
$7 ﹤0.01%
+1
3052
$6 ﹤0.01%
+1
3053
$6 ﹤0.01%
+1
3054
$5 ﹤0.01%
+1
3055
– –
0
3056
$4 ﹤0.01%
+1
3057
– –
0
3058
– –
0
3059
– –
0
3060
– –
0
3061
$1 ﹤0.01%
+1
3062
$1 ﹤0.01%
+1
3063
– –
-12,500
3064
– –
0
3065
– –
-180,792
3066
– –
-6,888
3067
– –
-20,000
3068
– –
-36,003
3069
– –
-5,956
3070
– –
-4
3071
– –
-25,181
3072
– –
0
3073
– –
0
3074
– –
-136,753
3075
– –
-1,176,796
120 121 122
123
124