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
1101
$210K ﹤0.01%
3,514
-2,197
1102
$209K ﹤0.01%
4,321
-1,162
1103
$209K ﹤0.01%
2,044
-308
1104
$207K ﹤0.01%
1,381
-159
1105
$205K ﹤0.01%
6,435
-700
1106
$205K ﹤0.01%
+6,328
1107
$205K ﹤0.01%
+8,308
1108
$205K ﹤0.01%
+1,702
1109
$204K ﹤0.01%
795
-300
1110
$204K ﹤0.01%
2,482
-574
1111
$204K ﹤0.01%
+6,282
1112
$203K ﹤0.01%
13,566
1113
$203K ﹤0.01%
+2,277
1114
$203K ﹤0.01%
+5,600
1115
$203K ﹤0.01%
+2,223
1116
$202K ﹤0.01%
801
-347
1117
$202K ﹤0.01%
+1,979
1118
$202K ﹤0.01%
+3,803
1119
$202K ﹤0.01%
3,390
-2,233
1120
$202K ﹤0.01%
4,720
-2,650
1121
$201K ﹤0.01%
14,820
-500
1122
$200K ﹤0.01%
3,823
-10,000
1123
$200K ﹤0.01%
+367
1124
$200K ﹤0.01%
2,168
-248
1125
$199K ﹤0.01%
+2,649
43 44
45
46 47