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
901
$385K ﹤0.01%
17,563
902
$384K ﹤0.01%
6,160
-814
903
$383K ﹤0.01%
1,330
+48
904
$381K ﹤0.01%
3,321
905
$380K ﹤0.01%
3,053
+1,044
906
$378K ﹤0.01%
5,105
907
$375K ﹤0.01%
2,813
908
$371K ﹤0.01%
5,932
-85
909
$369K ﹤0.01%
439
910
$369K ﹤0.01%
864
+9
911
$369K ﹤0.01%
10,585
+380
912
$368K ﹤0.01%
9,602
-1,148
913
$368K ﹤0.01%
9,295
+2,799
914
$366K ﹤0.01%
6,626
915
$363K ﹤0.01%
6,367
+38
916
$362K ﹤0.01%
9,867
-4,169
917
$361K ﹤0.01%
3,786
-5,269
918
$355K ﹤0.01%
1,800
919
$354K ﹤0.01%
6,460
-2,786
920
$354K ﹤0.01%
5,397
921
$354K ﹤0.01%
+3,781
922
$350K ﹤0.01%
10,413
923
$349K ﹤0.01%
7,379
-114
924
$349K ﹤0.01%
7,246
+12
925
$343K ﹤0.01%
15,149
+38
35 36
37
38 39