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
376
$6.48M 0.01%
76,632
-1,918
377
$6.46M 0.01%
21,612
+53
378
$6.46M 0.01%
29,073
-132
379
$6.43M 0.01%
49,949
-367
380
$6.33M 0.01%
343,973
-31,537
381
$6.27M 0.01%
+139,072
382
$6.24M 0.01%
341,923
-94,564
383
$6.2M 0.01%
112,286
-305
384
$6.16M 0.01%
160,325
+12,253
385
$6.01M 0.01%
52,668
-74
386
$5.93M 0.01%
154,641
+5,706
387
$5.87M 0.01%
+115,530
388
$5.86M 0.01%
21,812
+228
389
$5.86M 0.01%
14,052
+332
390
$5.79M 0.01%
70,964
-2,966
391
$5.77M 0.01%
156,765
+3,108
392
$5.72M 0.01%
13,177
-43
393
$5.65M 0.01%
80,629
+10,478
394
$5.63M 0.01%
10,495
+225
395
$5.6M 0.01%
338,571
+283
396
$5.48M 0.01%
215,015
+7,364
397
$5.48M 0.01%
436,902
+89,156
398
$5.47M 0.01%
622,606
+84,690
399
$5.37M 0.01%
26,254
+3,804
400
$5.35M 0.01%
+187,145
14 15
16
17 18