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
626
$1.2M ﹤0.01%
+134,867
627
$1.19M ﹤0.01%
35,607
+8,426
628
$1.19M ﹤0.01%
11,503
-267
629
$1.18M ﹤0.01%
881
-98
630
$1.17M ﹤0.01%
10,671
-1,532
631
$1.17M ﹤0.01%
7,138
+2,094
632
$1.17M ﹤0.01%
2,779
-163
633
$1.16M ﹤0.01%
4,308
+1,395
634
$1.16M ﹤0.01%
20,025
-1,492
635
$1.15M ﹤0.01%
49,768
-68
636
$1.15M ﹤0.01%
22,800
+12,800
637
$1.14M ﹤0.01%
9,174
-4,961
638
$1.13M ﹤0.01%
8,066
-566
639
$1.13M ﹤0.01%
16,010
-817
640
$1.13M ﹤0.01%
14,808
+4,460
641
$1.13M ﹤0.01%
4,565
+470
642
$1.12M ﹤0.01%
11,153
-19
643
$1.12M ﹤0.01%
12,091
+41
644
$1.12M ﹤0.01%
9,468
-10,831
645
$1.12M ﹤0.01%
54,387
-3,499
646
$1.11M ﹤0.01%
5,229
+274
647
$1.1M ﹤0.01%
+6,415
648
$1.1M ﹤0.01%
28,716
-599
649
$1.1M ﹤0.01%
10,423
+70
650
$1.1M ﹤0.01%
8,133
+674
24 25
26
27 28