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
576
$1.59M ﹤0.01%
5,179
+854
577
$1.57M ﹤0.01%
14,253
+646
578
$1.57M ﹤0.01%
32,852
-1,400
579
$1.57M ﹤0.01%
24,703
+2,833
580
$1.57M ﹤0.01%
6,208
+854
581
$1.56M ﹤0.01%
40,408
-122
582
$1.53M ﹤0.01%
167,417
+18,682
583
$1.51M ﹤0.01%
3,770
-228
584
$1.51M ﹤0.01%
27,180
585
$1.49M ﹤0.01%
25,616
-1,110
586
$1.49M ﹤0.01%
10,391
+195
587
$1.48M ﹤0.01%
14,693
+2,910
588
$1.47M ﹤0.01%
31,535
+7,396
589
$1.44M ﹤0.01%
19,038
-88
590
$1.44M ﹤0.01%
15,506
+1,059
591
$1.42M ﹤0.01%
7,454
-1,041
592
$1.4M ﹤0.01%
21,373
-338
593
$1.39M ﹤0.01%
5,659
+15
594
$1.39M ﹤0.01%
56,962
-1,766
595
$1.39M ﹤0.01%
7,470
+921
596
$1.39M ﹤0.01%
30,594
+2,286
597
$1.38M ﹤0.01%
14,327
-2,317
598
$1.38M ﹤0.01%
26,728
+1,221
599
$1.38M ﹤0.01%
59,947
-820,195
600
$1.38M ﹤0.01%
13,135
-721
22 23
24
25 26