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
1026
$256K ﹤0.01%
2,000
-2,750
1027
$255K ﹤0.01%
1,530
+16
1028
$252K ﹤0.01%
+686
1029
$252K ﹤0.01%
+4,107
1030
$251K ﹤0.01%
6,407
+786
1031
$249K ﹤0.01%
+19,825
1032
$248K ﹤0.01%
12,076
-2,470
1033
$248K ﹤0.01%
20,777
+3,179
1034
$248K ﹤0.01%
+4,725
1035
$247K ﹤0.01%
3,893
-472
1036
$247K ﹤0.01%
991
+39
1037
$246K ﹤0.01%
10,000
1038
$246K ﹤0.01%
4,224
-1,188
1039
$245K ﹤0.01%
7,596
1040
$245K ﹤0.01%
4,008
-163
1041
$245K ﹤0.01%
4,865
-8,943
1042
$245K ﹤0.01%
8,515
-255
1043
$244K ﹤0.01%
773
+93
1044
$244K ﹤0.01%
4,854
+10
1045
$243K ﹤0.01%
3,210
-22
1046
$243K ﹤0.01%
+3,854
1047
$242K ﹤0.01%
+2,337
1048
$242K ﹤0.01%
+4,778
1049
$242K ﹤0.01%
18,708
+1,546
1050
$241K ﹤0.01%
12,080
-7,043
40 41
42
43 44