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
651
$1.09M ﹤0.01%
82,284
-8,706
652
$1.09M ﹤0.01%
60,818
653
$1.09M ﹤0.01%
+48,741
654
$1.09M ﹤0.01%
6,696
+192
655
$1.08M ﹤0.01%
22,474
+14,801
656
$1.08M ﹤0.01%
29,427
-603
657
$1.08M ﹤0.01%
8,061
+525
658
$1.08M ﹤0.01%
+7,627
659
$1.08M ﹤0.01%
38,890
-165,122
660
$1.07M ﹤0.01%
17,920
+10
661
$1.06M ﹤0.01%
+23,001
662
$1.06M ﹤0.01%
+8,932
663
$1.05M ﹤0.01%
38,743
+531
664
$1.05M ﹤0.01%
8,051
-7
665
$1.05M ﹤0.01%
161,019
+15,490
666
$1.05M ﹤0.01%
+25,021
667
$1.04M ﹤0.01%
102,598
668
$1.03M ﹤0.01%
10,859
-67
669
$1.03M ﹤0.01%
9,301
-232
670
$1.02M ﹤0.01%
31,901
-930
671
$1.02M ﹤0.01%
8,615
+886
672
$1.02M ﹤0.01%
34,359
-37,332
673
$1.02M ﹤0.01%
16,299
+3,013
674
$1.01M ﹤0.01%
13,656
+77
675
$1.01M ﹤0.01%
8,982
25 26
27
28 29