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
976
$296K ﹤0.01%
19,115
+8,211
977
$296K ﹤0.01%
5,300
-128
978
$295K ﹤0.01%
6,108
+1,420
979
$294K ﹤0.01%
5,960
-1,223
980
$294K ﹤0.01%
+5,440
981
$292K ﹤0.01%
16,170
+2,991
982
$291K ﹤0.01%
+3,498
983
$290K ﹤0.01%
1,385
+25
984
$290K ﹤0.01%
9,461
-16,024
985
$290K ﹤0.01%
4,947
+286
986
$289K ﹤0.01%
+4,194
987
$289K ﹤0.01%
2,168
-68
988
$288K ﹤0.01%
3,212
-46
989
$287K ﹤0.01%
1,979
+46
990
$287K ﹤0.01%
4,070
+120
991
$286K ﹤0.01%
5,614
992
$284K ﹤0.01%
3,774
993
$283K ﹤0.01%
6,605
+1,502
994
$282K ﹤0.01%
20,548
-462
995
$282K ﹤0.01%
+795
996
$281K ﹤0.01%
1,490
+155
997
$279K ﹤0.01%
2,346
-672
998
$279K ﹤0.01%
+14,374
999
$278K ﹤0.01%
11,300
+697
1000
$278K ﹤0.01%
18,138
-6,484
38 39
40
41 42