CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$689M
2
+$203M
3
+$163M
4
ULTA icon
Ulta Beauty
ULTA
+$108M
5
MCD icon
McDonald's
MCD
+$103M

Top Sells

1
+$237M
2
+$178M
3
+$103M
4
V icon
Visa
V
+$100M
5
HD icon
Home Depot
HD
+$92.3M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.17%
4 Industrials 10.01%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$193M 0.38%
2,313,673
-7,019
77
$192M 0.38%
3,355,471
+183,162
78
$179M 0.35%
1,996,924
-595,466
79
$176M 0.34%
444,475
-427
80
$172M 0.34%
6,037,347
-1,396,769
81
$168M 0.33%
2,943,866
-6,482
82
$163M 0.32%
1,158,092
+7,378
83
$161M 0.32%
2,022,272
-56,869
84
$161M 0.32%
992,418
-42,345
85
$159M 0.31%
301,076
+203,914
86
$158M 0.31%
581,392
+73,133
87
$153M 0.3%
364,560
-7,243
88
$152M 0.3%
450,561
-28,011
89
$152M 0.3%
349,248
+135,380
90
$151M 0.3%
3,603,476
-8,657
91
$151M 0.3%
3,016,199
-26,494
92
$150M 0.29%
830,365
-8,862
93
$149M 0.29%
450,299
-245,633
94
$149M 0.29%
1,136,760
-9,485
95
$141M 0.28%
2,134,982
+5,037
96
$133M 0.26%
87,238
-4,782
97
$131M 0.26%
631,224
+45,724
98
$129M 0.25%
953,420
+17,290
99
$125M 0.24%
598,855
+7,898
100
$125M 0.24%
260,844
+60,765
2 3
4
5 6