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
351
$7.98M 0.02%
62,578
-588
352
$7.95M 0.02%
127,367
-7,638
353
$7.88M 0.02%
205,780
+1,670
354
$7.79M 0.02%
24,977
+2,281
355
$7.77M 0.02%
344,557
+99,117
356
$7.71M 0.02%
27,516
-3,964
357
$7.68M 0.02%
+30,050
358
$7.68M 0.02%
58,787
-2,064
359
$7.66M 0.02%
30,399
-204
360
$7.63M 0.02%
23,127
+371
361
$7.62M 0.01%
205,412
-56,558
362
$7.5M 0.01%
631,975
363
$7.48M 0.01%
213,229
+36,829
364
$7.38M 0.01%
342,776
365
$7.37M 0.01%
739,711
+181,025
366
$7.34M 0.01%
56,821
-24,670
367
$7.28M 0.01%
226,688
+2,570
368
$7.24M 0.01%
1,030,201
+308,656
369
$7M 0.01%
142,310
-99,265
370
$6.67M 0.01%
116,239
-5,950
371
$6.63M 0.01%
560,815
+2,641
372
$6.61M 0.01%
54,043
+12,359
373
$6.58M 0.01%
408,687
-78,913
374
$6.55M 0.01%
1,834
-555
375
$6.51M 0.01%
98,867
-859
13 14
15
16 17