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
776
$615K ﹤0.01%
+10,750
777
$615K ﹤0.01%
5,093
+10
778
$614K ﹤0.01%
2,691
+1,239
779
$614K ﹤0.01%
2,584
-686
780
$613K ﹤0.01%
10,156
-5
781
$608K ﹤0.01%
1,544
-823
782
$607K ﹤0.01%
5,583
-2,640
783
$606K ﹤0.01%
9,000
784
$604K ﹤0.01%
8,902
+1,894
785
$602K ﹤0.01%
9,811
+341
786
$601K ﹤0.01%
25,200
787
$593K ﹤0.01%
2,629
+10
788
$590K ﹤0.01%
20,898
+3,616
789
$587K ﹤0.01%
10,530
-9,797
790
$585K ﹤0.01%
5,202
-93
791
$581K ﹤0.01%
+12,100
792
$580K ﹤0.01%
2,883
-35
793
$578K ﹤0.01%
2,537
+800
794
$576K ﹤0.01%
21,324
+189
795
$575K ﹤0.01%
2,679
-31
796
$575K ﹤0.01%
8,969
-4,743
797
$574K ﹤0.01%
18,036
+3,030
798
$572K ﹤0.01%
24,524
+28
799
$572K ﹤0.01%
18,577
+3,184
800
$569K ﹤0.01%
37,210
+23,299
30 31
32
33 34