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
26
$419M 0.82%
2,424,189
-35,734
27
$413M 0.81%
1,563,461
-41,614
28
$405M 0.79%
1,665,748
-47,775
29
$390M 0.76%
1,841,121
-31,653
30
$367M 0.72%
635,059
-7,842
31
$367M 0.72%
2,134,340
-50,434
32
$357M 0.7%
2,193,364
-68,802
33
$351M 0.69%
2,439,200
+448,825
34
$347M 0.68%
2,189,711
-58,781
35
$346M 0.68%
2,525,807
-62,722
36
$345M 0.67%
720,228
-24,877
37
$340M 0.67%
2,801,147
-15,261
38
$339M 0.66%
674,968
-24,823
39
$338M 0.66%
1,752,744
+102,959
40
$331M 0.65%
1,942,916
+29
41
$325M 0.64%
1,160,787
+369,148
42
$324M 0.64%
3,319,319
-112,383
43
$322M 0.63%
670,492
-4,798
44
$316M 0.62%
3,202,777
-85,162
45
$308M 0.6%
1,566,648
-40,002
46
$304M 0.59%
1,222,632
+49,329
47
$301M 0.59%
12,486,681
+762,699
48
$299M 0.59%
1,321,145
+154,971
49
$293M 0.57%
2,937,287
-131,009
50
$288M 0.56%
1,808,770
-24,947
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