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
701
$862K ﹤0.01%
16,255
+5,335
702
$860K ﹤0.01%
10,559
+164
703
$849K ﹤0.01%
11,079
+192
704
$847K ﹤0.01%
6,636
+2,770
705
$843K ﹤0.01%
14,317
+314
706
$840K ﹤0.01%
10,705
-2,958
707
$837K ﹤0.01%
16,857
+1,908
708
$837K ﹤0.01%
19,229
-665
709
$831K ﹤0.01%
47,513
-3,275
710
$830K ﹤0.01%
32,818
711
$825K ﹤0.01%
6,978
+107
712
$823K ﹤0.01%
4,958
+1,500
713
$813K ﹤0.01%
15,967
-3,241
714
$813K ﹤0.01%
3,228
-56
715
$811K ﹤0.01%
18,558
-3,522
716
$810K ﹤0.01%
5,431
+45
717
$807K ﹤0.01%
7,743
+1,275
718
$805K ﹤0.01%
+500,000
719
$805K ﹤0.01%
4,701
-294
720
$802K ﹤0.01%
8,395
+181
721
$799K ﹤0.01%
5,209
+192
722
$796K ﹤0.01%
7,942
+968
723
$795K ﹤0.01%
6,838
+2,184
724
$788K ﹤0.01%
11,353
-196,755
725
$780K ﹤0.01%
7,772
-248
27 28
29
30 31