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
301
$13.8M 0.03%
159,398
302
$13.8M 0.03%
98,151
+205
303
$13.2M 0.03%
8,781
+5,686
304
$13.1M 0.03%
62,893
-8,636
305
$13M 0.03%
94,734
-19,130
306
$12.6M 0.02%
+246,741
307
$12.5M 0.02%
12,413
+165
308
$12.5M 0.02%
311,184
-50,757
309
$12.1M 0.02%
338,236
-60,763
310
$11.9M 0.02%
114,090
+100,744
311
$11.8M 0.02%
87,085
-6,858
312
$11.7M 0.02%
39,650
-323
313
$11.2M 0.02%
43,273
-1,284
314
$11.2M 0.02%
211,840
+5,435
315
$11.1M 0.02%
54,431
-1,028
316
$11.1M 0.02%
256,703
+13,536
317
$10.9M 0.02%
36,918
+29,119
318
$10.9M 0.02%
+471,000
319
$10.8M 0.02%
135,889
-39,138
320
$10.8M 0.02%
211,934
+205,093
321
$10.7M 0.02%
65,214
+4,534
322
$10.4M 0.02%
86,377
+8,065
323
$10.2M 0.02%
177,577
+3,364
324
$10.1M 0.02%
546,293
+13,240
325
$9.98M 0.02%
136,111
-1,838
11 12
13
14 15