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
926
$343K ﹤0.01%
4,100
927
$343K ﹤0.01%
4,468
-3,425
928
$342K ﹤0.01%
14,370
+5,000
929
$341K ﹤0.01%
3,979
+1,579
930
$340K ﹤0.01%
2,359
+211
931
$339K ﹤0.01%
1,812
-22
932
$339K ﹤0.01%
+7,162
933
$339K ﹤0.01%
7,087
-637
934
$338K ﹤0.01%
12,069
-2,739
935
$337K ﹤0.01%
+3,595
936
$336K ﹤0.01%
1,522
+14
937
$335K ﹤0.01%
5,822
-466
938
$335K ﹤0.01%
2,147
+692
939
$334K ﹤0.01%
19,805
-2,751
940
$332K ﹤0.01%
8,842
941
$332K ﹤0.01%
2,942
+74
942
$332K ﹤0.01%
+9,375
943
$332K ﹤0.01%
14,700
944
$331K ﹤0.01%
+8,100
945
$331K ﹤0.01%
6,326
-1,432
946
$328K ﹤0.01%
3,435
-691
947
$324K ﹤0.01%
9,254
+63
948
$324K ﹤0.01%
+7,727
949
$323K ﹤0.01%
+2,949
950
$320K ﹤0.01%
3,722
+498
36 37
38
39 40