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
426
$4.28M 0.01%
205,586
+13,780
427
$4.28M 0.01%
24,791
+178
428
$4.23M 0.01%
51,979
+37,756
429
$4.17M 0.01%
49,071
-1,457
430
$4.16M 0.01%
24,549
-29
431
$4.15M 0.01%
+102,005
432
$4.14M 0.01%
236,325
-26,924
433
$4.13M 0.01%
25,250
-1,110
434
$4.13M 0.01%
879,844
435
$4.11M 0.01%
116,615
+42,690
436
$4.09M 0.01%
37,124
437
$4.07M 0.01%
20,527
-42
438
$4.06M 0.01%
16,662
-1,308
439
$4.03M 0.01%
123,506
-781,806
440
$4.01M 0.01%
50,343
-25,126
441
$3.97M 0.01%
17,752
-2,780
442
$3.93M 0.01%
13,348
-56
443
$3.92M 0.01%
47,119
+244
444
$3.88M 0.01%
18,504
-3,015
445
$3.85M 0.01%
21,952
+632
446
$3.76M 0.01%
50,952
447
$3.73M 0.01%
57,846
+7,941
448
$3.71M 0.01%
13,934
+3,438
449
$3.65M 0.01%
9,231
-226
450
$3.64M 0.01%
49,685
+8,817
16 17
18
19 20