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
601
$1.38M ﹤0.01%
8,584
-18,627
602
$1.37M ﹤0.01%
10,987
+1,544
603
$1.37M ﹤0.01%
18,524
-2,876
604
$1.36M ﹤0.01%
15,223
-18
605
$1.36M ﹤0.01%
59,388
-9,631
606
$1.36M ﹤0.01%
4,769
+2,197
607
$1.34M ﹤0.01%
8,496
+48
608
$1.33M ﹤0.01%
6,972
-1,461
609
$1.33M ﹤0.01%
14,983
-3,324
610
$1.32M ﹤0.01%
14,364
-692
611
$1.32M ﹤0.01%
4,594
+278
612
$1.31M ﹤0.01%
16,817
-745
613
$1.3M ﹤0.01%
25,921
+9,163
614
$1.29M ﹤0.01%
42,515
+15,639
615
$1.29M ﹤0.01%
51,596
+2,169
616
$1.27M ﹤0.01%
8,378
+2,710
617
$1.26M ﹤0.01%
16,394
-1,605
618
$1.24M ﹤0.01%
23,252
-377
619
$1.23M ﹤0.01%
12,143
+2,634
620
$1.23M ﹤0.01%
+15,567
621
$1.23M ﹤0.01%
+24,503
622
$1.23M ﹤0.01%
144,166
623
$1.22M ﹤0.01%
162,723
+43,615
624
$1.21M ﹤0.01%
4,646
-1,455
625
$1.2M ﹤0.01%
38,401
-23,943
23 24
25
26 27