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
726
$776K ﹤0.01%
7,254
+1,739
727
$776K ﹤0.01%
2,578
+15
728
$769K ﹤0.01%
9,514
+494
729
$766K ﹤0.01%
22,136
730
$765K ﹤0.01%
4,498
-273
731
$764K ﹤0.01%
8,462
-65
732
$762K ﹤0.01%
53,000
733
$761K ﹤0.01%
14,777
+8,715
734
$754K ﹤0.01%
19,370
-200
735
$744K ﹤0.01%
6,894
+3,252
736
$744K ﹤0.01%
2,756
-209
737
$743K ﹤0.01%
38,240
-2,120
738
$743K ﹤0.01%
9,157
-1
739
$740K ﹤0.01%
30,918
+5,000
740
$738K ﹤0.01%
+19,793
741
$738K ﹤0.01%
4,853
-926
742
$734K ﹤0.01%
10,281
+879
743
$729K ﹤0.01%
11,343
-312
744
$726K ﹤0.01%
4,926
+956
745
$724K ﹤0.01%
21,047
+1,020
746
$723K ﹤0.01%
6,848
+3,980
747
$711K ﹤0.01%
5,453
+75
748
$707K ﹤0.01%
6,098
+440
749
$707K ﹤0.01%
42,864
+21,791
750
$706K ﹤0.01%
5,427
-1,991
28 29
30
31 32