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
676
$1.01M ﹤0.01%
3,700
+70
677
$1M ﹤0.01%
8,906
+6,201
678
$1M ﹤0.01%
14,686
-137
679
$982K ﹤0.01%
58,934
-4,695
680
$963K ﹤0.01%
2,420
-11
681
$963K ﹤0.01%
7,699
+40
682
$955K ﹤0.01%
58,013
-32
683
$955K ﹤0.01%
21,440
-897
684
$952K ﹤0.01%
9,418
-737
685
$951K ﹤0.01%
13,495
-379
686
$938K ﹤0.01%
21,338
+2
687
$927K ﹤0.01%
47,874
+111
688
$921K ﹤0.01%
3,385
-749
689
$921K ﹤0.01%
+19,277
690
$919K ﹤0.01%
6,688
-117
691
$917K ﹤0.01%
5,452
-55
692
$900K ﹤0.01%
14,275
-497
693
$897K ﹤0.01%
12,400
694
$892K ﹤0.01%
25,209
-2,320
695
$892K ﹤0.01%
3,760
-11
696
$889K ﹤0.01%
6,882
+3,383
697
$881K ﹤0.01%
17,655
-750
698
$880K ﹤0.01%
5,676
+6
699
$875K ﹤0.01%
178,251
+10
700
$873K ﹤0.01%
27,019
-10,205
26 27
28
29 30