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
1001
$276K ﹤0.01%
+8,163
1002
$275K ﹤0.01%
15,065
+1,122
1003
$275K ﹤0.01%
2,532
1004
$274K ﹤0.01%
5,213
+1,941
1005
$272K ﹤0.01%
+3,619
1006
$271K ﹤0.01%
19,583
+1,399
1007
$271K ﹤0.01%
1,844
+137
1008
$270K ﹤0.01%
3,649
-1,514
1009
$270K ﹤0.01%
+3,774
1010
$270K ﹤0.01%
14,219
-250
1011
$267K ﹤0.01%
4,550
-738
1012
$267K ﹤0.01%
12,603
+879
1013
$266K ﹤0.01%
+4,211
1014
$266K ﹤0.01%
+9,666
1015
$265K ﹤0.01%
2,367
+28
1016
$265K ﹤0.01%
+8,941
1017
$265K ﹤0.01%
+3,944
1018
$265K ﹤0.01%
5,415
-754
1019
$264K ﹤0.01%
+164
1020
$263K ﹤0.01%
+1,941
1021
$263K ﹤0.01%
+1,278
1022
$261K ﹤0.01%
61,083
+18,415
1023
$261K ﹤0.01%
10,884
1024
$260K ﹤0.01%
9,032
1025
$256K ﹤0.01%
10,460
-3,854
39 40
41
42 43