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
501
$2.51M ﹤0.01%
+66,298
502
$2.49M ﹤0.01%
+12,565
503
$2.48M ﹤0.01%
56,950
-2,096
504
$2.48M ﹤0.01%
10,344
-2,475
505
$2.47M ﹤0.01%
14,767
+11,809
506
$2.45M ﹤0.01%
47,027
+1,500
507
$2.44M ﹤0.01%
10,490
-147
508
$2.43M ﹤0.01%
16,042
+2,142
509
$2.43M ﹤0.01%
18,699
+675
510
$2.43M ﹤0.01%
85,309
-46,367
511
$2.42M ﹤0.01%
67,930
+21,736
512
$2.41M ﹤0.01%
1,990
513
$2.41M ﹤0.01%
4,171
-1,690
514
$2.41M ﹤0.01%
36,997
-92,205
515
$2.38M ﹤0.01%
16,726
-71
516
$2.37M ﹤0.01%
106,103
+34,602
517
$2.36M ﹤0.01%
6,614
+104
518
$2.34M ﹤0.01%
34,426
+619
519
$2.33M ﹤0.01%
39,864
+49
520
$2.32M ﹤0.01%
5,859
-1,530
521
$2.32M ﹤0.01%
15,935
-111
522
$2.31M ﹤0.01%
70,708
-15,561
523
$2.3M ﹤0.01%
4,885
-94
524
$2.29M ﹤0.01%
76,651
+5,181
525
$2.26M ﹤0.01%
8,702
+5,685
19 20
21
22 23