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
526
$2.25M ﹤0.01%
24,730
+883
527
$2.24M ﹤0.01%
47,433
+16,616
528
$2.24M ﹤0.01%
2,311
-65
529
$2.24M ﹤0.01%
1,125,000
-225,096
530
$2.23M ﹤0.01%
17,353
-692
531
$2.23M ﹤0.01%
12,262
-43
532
$2.23M ﹤0.01%
24,408
-1,120
533
$2.21M ﹤0.01%
185,787
+6,472
534
$2.17M ﹤0.01%
11,505
-18
535
$2.17M ﹤0.01%
106,977
+9,081
536
$2.14M ﹤0.01%
7,199
-1,304
537
$2.1M ﹤0.01%
115,495
+1,000
538
$2.09M ﹤0.01%
107,121
+24,562
539
$2.08M ﹤0.01%
23,724
+35
540
$2.07M ﹤0.01%
21,851
+105
541
$2.05M ﹤0.01%
91,740
+4,386
542
$2.04M ﹤0.01%
98,508
-41,994
543
$2.02M ﹤0.01%
30,477
+3,159
544
$2.01M ﹤0.01%
22,263
+4,095
545
$1.99M ﹤0.01%
39,576
+778
546
$1.99M ﹤0.01%
14,667
-2,197
547
$1.98M ﹤0.01%
40,312
-343
548
$1.96M ﹤0.01%
51,567
-10,827
549
$1.92M ﹤0.01%
14,061
-43
550
$1.92M ﹤0.01%
7,023
+9
20 21
22
23 24