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
551
$1.92M ﹤0.01%
+150,368
552
$1.89M ﹤0.01%
21,439
+75
553
$1.88M ﹤0.01%
82,285
-2,865
554
$1.87M ﹤0.01%
43,682
-31,925
555
$1.87M ﹤0.01%
4,852
-1,090
556
$1.86M ﹤0.01%
11,613
+411
557
$1.85M ﹤0.01%
+19,972
558
$1.84M ﹤0.01%
+22,332
559
$1.82M ﹤0.01%
18,332
+2,100
560
$1.81M ﹤0.01%
20,342
-104
561
$1.8M ﹤0.01%
9,911
-4,705
562
$1.8M ﹤0.01%
27,250
+4,958
563
$1.79M ﹤0.01%
8,288
-565
564
$1.78M ﹤0.01%
27,650
+8,761
565
$1.75M ﹤0.01%
1,392
+363
566
$1.74M ﹤0.01%
13,367
-40
567
$1.72M ﹤0.01%
21,340
-49,867
568
$1.69M ﹤0.01%
5,947
-378
569
$1.67M ﹤0.01%
26,240
-944
570
$1.67M ﹤0.01%
+16,819
571
$1.64M ﹤0.01%
+53,470
572
$1.63M ﹤0.01%
13,932
+185
573
$1.62M ﹤0.01%
95,950
-404
574
$1.61M ﹤0.01%
53,965
+8,514
575
$1.6M ﹤0.01%
19,212
-1,306
21 22
23
24 25