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
476
$3.07M 0.01%
53,840
+3,831
477
$3.07M 0.01%
2,100,000
+1,079,409
478
$3.02M 0.01%
63,198
-4,540
479
$3.02M 0.01%
30,002
-7,475
480
$2.99M 0.01%
11,812
-4,521
481
$2.96M 0.01%
11,991
+90
482
$2.94M 0.01%
52,468
-731
483
$2.93M 0.01%
13,551
+339
484
$2.88M 0.01%
11,636
-136
485
$2.87M 0.01%
91,533
-35,199
486
$2.82M 0.01%
28,248
-16,235
487
$2.81M 0.01%
49,306
-4,382
488
$2.78M 0.01%
61,150
+3,434
489
$2.7M 0.01%
25,585
-2,657
490
$2.69M 0.01%
335,587
+114,008
491
$2.68M 0.01%
22,317
-6,233
492
$2.66M 0.01%
33,985
-1,605
493
$2.65M 0.01%
9,877
+469
494
$2.64M 0.01%
55,452
-17,220
495
$2.63M 0.01%
35,651
-3,779
496
$2.57M 0.01%
60,290
-24,062
497
$2.56M 0.01%
29,813
+626
498
$2.56M 0.01%
14,820
+1,234
499
$2.55M 0.01%
+7,961
500
$2.55M 0.01%
9,560
-164
18 19
20
21 22