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
876
$422K ﹤0.01%
6,273
+96
877
$421K ﹤0.01%
3,417
+932
878
$420K ﹤0.01%
+5,844
879
$415K ﹤0.01%
+25,549
880
$415K ﹤0.01%
4,522
+241
881
$415K ﹤0.01%
32,626
-2,000
882
$414K ﹤0.01%
11,181
+463
883
$412K ﹤0.01%
+1,619
884
$409K ﹤0.01%
17,315
+8,116
885
$407K ﹤0.01%
1,308
-31
886
$407K ﹤0.01%
22,076
-61
887
$405K ﹤0.01%
2,152
-1,840
888
$400K ﹤0.01%
11,313
+2,724
889
$398K ﹤0.01%
6,895
-7,106
890
$396K ﹤0.01%
+26,593
891
$394K ﹤0.01%
3,880
-2,222
892
$393K ﹤0.01%
221,024
893
$390K ﹤0.01%
12,325
894
$390K ﹤0.01%
3,711
+109
895
$389K ﹤0.01%
8,400
896
$389K ﹤0.01%
6,736
-258
897
$388K ﹤0.01%
5,922
+1,020
898
$386K ﹤0.01%
8,336
-104
899
$386K ﹤0.01%
2,201
+273
900
$385K ﹤0.01%
9,829
-450
34 35
36
37 38