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
326
$9.93M 0.02%
154,749
+6,472
327
$9.89M 0.02%
60,513
+117
328
$9.86M 0.02%
47,226
+3,487
329
$9.81M 0.02%
480,907
-18,930
330
$9.77M 0.02%
137,376
+6,097
331
$9.69M 0.02%
54,468
+732
332
$9.68M 0.02%
577,337
-174,549
333
$9.48M 0.02%
520,681
-6,790
334
$9.3M 0.02%
510,762
+400
335
$9.26M 0.02%
173,755
-370,923
336
$9.23M 0.02%
574,627
-1,164
337
$9.14M 0.02%
257,831
+34,314
338
$8.86M 0.02%
104,736
+16,165
339
$8.84M 0.02%
36,889
+160
340
$8.79M 0.02%
55,968
+3,322
341
$8.7M 0.02%
15,754
+100
342
$8.63M 0.02%
143,963
-74,170
343
$8.53M 0.02%
145,925
-19,931
344
$8.52M 0.02%
236,879
+219,879
345
$8.32M 0.02%
107,974
+7,347
346
$8.31M 0.02%
166,921
-35,797
347
$8.2M 0.02%
43,284
-5,202
348
$8.15M 0.02%
156,969
+150,978
349
$8.05M 0.02%
15,314
+161
350
$8.01M 0.02%
258,064
+26,675
12 13
14
15 16