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
1076
$223K ﹤0.01%
1,138
1077
$222K ﹤0.01%
+10,303
1078
$222K ﹤0.01%
8,703
-5,088
1079
$222K ﹤0.01%
2,100
1080
$219K ﹤0.01%
+4,167
1081
$219K ﹤0.01%
4,897
+9
1082
$219K ﹤0.01%
2,000
-2,025
1083
$218K ﹤0.01%
1,129
-116
1084
$218K ﹤0.01%
+1,191
1085
$218K ﹤0.01%
4,044
1086
$216K ﹤0.01%
+4,543
1087
$215K ﹤0.01%
+1,305
1088
$215K ﹤0.01%
4,349
-338
1089
$214K ﹤0.01%
+5,405
1090
$214K ﹤0.01%
4,508
-214
1091
$212K ﹤0.01%
+2,600
1092
$212K ﹤0.01%
2,852
+34
1093
$211K ﹤0.01%
+7,610
1094
$211K ﹤0.01%
8,600
+100
1095
$211K ﹤0.01%
+2,074
1096
$211K ﹤0.01%
+2,300
1097
$211K ﹤0.01%
+8,800
1098
$211K ﹤0.01%
+8,300
1099
$211K ﹤0.01%
+2,794
1100
$210K ﹤0.01%
+2,239
42 43
44
45 46