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
801
$569K ﹤0.01%
1,284
+2
802
$568K ﹤0.01%
23,264
803
$568K ﹤0.01%
7,458
+3,624
804
$568K ﹤0.01%
12,271
805
$565K ﹤0.01%
2,627
+11
806
$563K ﹤0.01%
24,500
807
$563K ﹤0.01%
2,113
-60
808
$558K ﹤0.01%
31,104
+15,816
809
$558K ﹤0.01%
5,443
-370
810
$557K ﹤0.01%
62,188
-2,904
811
$557K ﹤0.01%
6,010
+6
812
$555K ﹤0.01%
3,555
-85
813
$547K ﹤0.01%
26,780
-1,835
814
$546K ﹤0.01%
3,279
-208
815
$545K ﹤0.01%
10,045
816
$543K ﹤0.01%
18,168
+1,589
817
$542K ﹤0.01%
5,870
-2,989
818
$542K ﹤0.01%
+8,873
819
$541K ﹤0.01%
17,133
820
$540K ﹤0.01%
6,350
821
$537K ﹤0.01%
7,931
+1,248
822
$535K ﹤0.01%
6,200
-2,666
823
$534K ﹤0.01%
13,255
824
$533K ﹤0.01%
10,740
825
$527K ﹤0.01%
12,413
+3,497
31 32
33
34 35