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
401
$5.34M 0.01%
140,100
-235,000
402
$5.34M 0.01%
60,710
-20,856
403
$5.23M 0.01%
57,229
+1,728
404
$5.05M 0.01%
891,533
+548,417
405
$5.05M 0.01%
77,528
-5,647
406
$5.03M 0.01%
237,711
+137,389
407
$5.02M 0.01%
41,720
+1,607
408
$5M 0.01%
118,289
-13,810
409
$4.92M 0.01%
18,572
+4,437
410
$4.9M 0.01%
+87,240
411
$4.88M 0.01%
48,690
+44,940
412
$4.87M 0.01%
1,008,368
+108,368
413
$4.79M 0.01%
104,702
-73,830
414
$4.73M 0.01%
22,666
-811
415
$4.72M 0.01%
30,571
-4,830
416
$4.71M 0.01%
36,308
-2,561
417
$4.61M 0.01%
35,779
-1,154
418
$4.57M 0.01%
28,244
-3,229
419
$4.55M 0.01%
28,918
-61,342
420
$4.55M 0.01%
19,394
-554
421
$4.51M 0.01%
24,287
+2,548
422
$4.49M 0.01%
159,851
-2,315
423
$4.46M 0.01%
36,654
+3,015
424
$4.3M 0.01%
115,588
+26,203
425
$4.29M 0.01%
18,813
+1,704
15 16
17
18 19