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
1051
$240K ﹤0.01%
3,926
+2
1052
$239K ﹤0.01%
2,509
+175
1053
$239K ﹤0.01%
20,349
+2,069
1054
$238K ﹤0.01%
8,121
+396
1055
$238K ﹤0.01%
166,171
1056
$237K ﹤0.01%
2,441
-1,190
1057
$237K ﹤0.01%
3,938
-280
1058
$235K ﹤0.01%
+2,137
1059
$234K ﹤0.01%
1,866
+106
1060
$234K ﹤0.01%
+3,789
1061
$233K ﹤0.01%
+17,916
1062
$233K ﹤0.01%
7,610
1063
$232K ﹤0.01%
+12,393
1064
$232K ﹤0.01%
17,000
+1,188
1065
$231K ﹤0.01%
+616
1066
$230K ﹤0.01%
+9,080
1067
$229K ﹤0.01%
6,000
1068
$229K ﹤0.01%
26,000
1069
$228K ﹤0.01%
8,201
-42
1070
$226K ﹤0.01%
6,299
1071
$226K ﹤0.01%
4,473
-5,648
1072
$225K ﹤0.01%
+2,272
1073
$225K ﹤0.01%
+2,612
1074
$225K ﹤0.01%
14,623
+200
1075
$224K ﹤0.01%
2,217
41 42
43
44 45