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
851
$474K ﹤0.01%
+397
852
$474K ﹤0.01%
4,099
-15
853
$467K ﹤0.01%
5,560
854
$467K ﹤0.01%
4,500
-56,570
855
$466K ﹤0.01%
58
-14
856
$464K ﹤0.01%
12,733
+2,382
857
$457K ﹤0.01%
11,930
858
$456K ﹤0.01%
4,765
-18,486
859
$450K ﹤0.01%
9,535
860
$450K ﹤0.01%
2,070
-2,353
861
$447K ﹤0.01%
2,280
-1,809
862
$444K ﹤0.01%
2,271
863
$443K ﹤0.01%
11,777
+4,247
864
$443K ﹤0.01%
61,315
-4,470
865
$442K ﹤0.01%
4,669
+74
866
$440K ﹤0.01%
6,311
-340
867
$440K ﹤0.01%
3,258
868
$439K ﹤0.01%
2,311
+627
869
$432K ﹤0.01%
893
+4
870
$431K ﹤0.01%
17,130
-93
871
$431K ﹤0.01%
3,454
-117
872
$426K ﹤0.01%
18,400
873
$423K ﹤0.01%
4,860
874
$423K ﹤0.01%
8,300
875
$423K ﹤0.01%
2,974
-113
33 34
35
36 37