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
751
$705K ﹤0.01%
7,942
+24
752
$703K ﹤0.01%
8,613
+391
753
$700K ﹤0.01%
2,597
-12
754
$698K ﹤0.01%
9,042
+48
755
$697K ﹤0.01%
5,962
-1,080
756
$689K ﹤0.01%
19,566
+5
757
$683K ﹤0.01%
6,999
-901
758
$681K ﹤0.01%
7,954
-200
759
$669K ﹤0.01%
8,402
-1,073
760
$659K ﹤0.01%
3,381
+1,952
761
$653K ﹤0.01%
6,123
+1,998
762
$649K ﹤0.01%
+12,450
763
$646K ﹤0.01%
5,718
764
$643K ﹤0.01%
201
765
$641K ﹤0.01%
8,341
+3,369
766
$639K ﹤0.01%
35,524
767
$635K ﹤0.01%
42,090
-535
768
$632K ﹤0.01%
8,989
+4,560
769
$627K ﹤0.01%
36,204
770
$627K ﹤0.01%
5,702
+285
771
$621K ﹤0.01%
10,412
-4,147
772
$620K ﹤0.01%
7,280
-363
773
$619K ﹤0.01%
44,692
-550
774
$617K ﹤0.01%
11,523
-244,172
775
$616K ﹤0.01%
13,534
+700
29 30
31
32 33