CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$689M
2
+$203M
3
+$163M
4
ULTA icon
Ulta Beauty
ULTA
+$108M
5
MCD icon
McDonald's
MCD
+$103M

Top Sells

1
+$237M
2
+$178M
3
+$103M
4
V icon
Visa
V
+$100M
5
HD icon
Home Depot
HD
+$92.3M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.17%
4 Industrials 10.01%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$286M 0.56%
9,749,422
-620,484
52
$284M 0.56%
2,209,656
-38,471
53
$279M 0.55%
787,529
-28,547
54
$275M 0.54%
1,106,517
-12,221
55
$267M 0.52%
2,832,910
-613,848
56
$250M 0.49%
1,885,435
-12,957
57
$246M 0.48%
730,267
+66,616
58
$242M 0.47%
1,520,462
+33,062
59
$241M 0.47%
3,306,570
+1,162,454
60
$235M 0.46%
1,407,785
-40,880
61
$233M 0.46%
7,861,003
-202,560
62
$233M 0.46%
281,365
-7,934
63
$232M 0.45%
5,275,412
+135,366
64
$227M 0.44%
924,672
-21,225
65
$227M 0.44%
432,145
+1,024
66
$221M 0.43%
1,724,942
-470,770
67
$214M 0.42%
3,071,484
-81,583
68
$214M 0.42%
3,716,850
-17,550
69
$213M 0.42%
413,269
-8,630
70
$213M 0.42%
3,136,128
+277,446
71
$209M 0.41%
171,763
+51,980
72
$205M 0.4%
13,035,223
-707,221
73
$204M 0.4%
1,277,265
-15,706
74
$200M 0.39%
1,434,250
-504,058
75
$197M 0.39%
1,157,408
-324
1 2
3
4 5