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
951
$320K ﹤0.01%
19,219
+1,202
952
$319K ﹤0.01%
59,584
953
$319K ﹤0.01%
4,125
+256
954
$319K ﹤0.01%
+11,153
955
$317K ﹤0.01%
7,948
+502
956
$316K ﹤0.01%
2,289
+43
957
$314K ﹤0.01%
3,732
-50
958
$313K ﹤0.01%
3,371
959
$313K ﹤0.01%
+3,518
960
$311K ﹤0.01%
4,280
+1,106
961
$311K ﹤0.01%
9,856
-35
962
$311K ﹤0.01%
2,648
-280
963
$310K ﹤0.01%
2,645
-450
964
$308K ﹤0.01%
3,704
-207
965
$306K ﹤0.01%
2,157
+54
966
$305K ﹤0.01%
6,784
-471
967
$303K ﹤0.01%
+5,392
968
$301K ﹤0.01%
2,086
-22
969
$300K ﹤0.01%
2,629
-412
970
$299K ﹤0.01%
6,297
-3,682
971
$298K ﹤0.01%
12,650
-3,750
972
$298K ﹤0.01%
2,707
-100
973
$297K ﹤0.01%
5,872
974
$296K ﹤0.01%
2,484
-236
975
$296K ﹤0.01%
1,034
+51
37 38
39
40 41