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
451
$3.62M 0.01%
+52,420
452
$3.6M 0.01%
36,700
-2,900
453
$3.56M 0.01%
44,949
-319,650
454
$3.55M 0.01%
96,705
455
$3.52M 0.01%
9,957
+85
456
$3.49M 0.01%
113,245
+14,507
457
$3.47M 0.01%
82,955
-3,735
458
$3.39M 0.01%
185,381
-14,089
459
$3.38M 0.01%
39,734
+2,001
460
$3.37M 0.01%
33,575
+24,829
461
$3.36M 0.01%
46,781
+6,400
462
$3.35M 0.01%
16,737
+4,966
463
$3.3M 0.01%
45,260
-10,698
464
$3.29M 0.01%
11,301
+7
465
$3.29M 0.01%
54,586
+1,989
466
$3.28M 0.01%
109,833
+32
467
$3.2M 0.01%
20,675
-1,176
468
$3.18M 0.01%
27,364
+1,826
469
$3.14M 0.01%
24,277
-209
470
$3.14M 0.01%
68,607
+55,722
471
$3.14M 0.01%
32,024
-360
472
$3.12M 0.01%
21,327
-1,618
473
$3.11M 0.01%
16,418
-1,331
474
$3.1M 0.01%
46,504
+4,028
475
$3.07M 0.01%
+77,216
17 18
19
20 21