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
1126
$199K ﹤0.01%
2,494
-50
1127
$199K ﹤0.01%
+4,815
1128
$198K ﹤0.01%
+1,176
1129
$198K ﹤0.01%
3,900
-281
1130
$198K ﹤0.01%
3,524
-246
1131
$197K ﹤0.01%
2,000
1132
$197K ﹤0.01%
28,486
+3,727
1133
$196K ﹤0.01%
+1,370
1134
$195K ﹤0.01%
+2,878
1135
$193K ﹤0.01%
+3,584
1136
$193K ﹤0.01%
+2,292
1137
$193K ﹤0.01%
+1,245
1138
$191K ﹤0.01%
+10,288
1139
$191K ﹤0.01%
4,560
+320
1140
$191K ﹤0.01%
+1,690
1141
$190K ﹤0.01%
+964
1142
$189K ﹤0.01%
+20,000
1143
$189K ﹤0.01%
+1,237
1144
$189K ﹤0.01%
+1,063
1145
$189K ﹤0.01%
+1,332
1146
$189K ﹤0.01%
+4,070
1147
$189K ﹤0.01%
+5,243
1148
$188K ﹤0.01%
+8,064
1149
$188K ﹤0.01%
+3,600
1150
$188K ﹤0.01%
+2,919
44 45
46
47 48