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
826
$522K ﹤0.01%
6,718
+104
827
$521K ﹤0.01%
18,868
-480
828
$520K ﹤0.01%
9,130
+1,540
829
$518K ﹤0.01%
9,134
830
$513K ﹤0.01%
+4,209
831
$510K ﹤0.01%
+34,117
832
$510K ﹤0.01%
7,445
+2,414
833
$510K ﹤0.01%
2,691
+5
834
$505K ﹤0.01%
4,393
+102
835
$505K ﹤0.01%
15,525
-22,675
836
$502K ﹤0.01%
27,304
-366
837
$502K ﹤0.01%
13,611
+3,436
838
$501K ﹤0.01%
9,271
-1,172
839
$498K ﹤0.01%
7,759
-1,704
840
$495K ﹤0.01%
3,992
-500
841
$492K ﹤0.01%
8,516
+273
842
$489K ﹤0.01%
3,722
843
$488K ﹤0.01%
+8,514
844
$483K ﹤0.01%
16,537
-954
845
$481K ﹤0.01%
12,924
+396
846
$481K ﹤0.01%
+10,000
847
$480K ﹤0.01%
10,500
848
$480K ﹤0.01%
2,284
+40
849
$475K ﹤0.01%
11,860
-652
850
$474K ﹤0.01%
1,959
-10
32 33
34
35 36