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
1151
$188K ﹤0.01%
+472
1152
$188K ﹤0.01%
+12,189
1153
$187K ﹤0.01%
+31,989
1154
$186K ﹤0.01%
+5,860
1155
$186K ﹤0.01%
4,772
-2,737
1156
$186K ﹤0.01%
+2,447
1157
$185K ﹤0.01%
+4,800
1158
$185K ﹤0.01%
+3,550
1159
$183K ﹤0.01%
1,994
-291
1160
$183K ﹤0.01%
16,255
-41
1161
$182K ﹤0.01%
+1,319
1162
$181K ﹤0.01%
3,237
-1,211
1163
$181K ﹤0.01%
+4,191
1164
$181K ﹤0.01%
+1,409
1165
$181K ﹤0.01%
3,155
-1,854
1166
$181K ﹤0.01%
+573
1167
$180K ﹤0.01%
+1,207
1168
$180K ﹤0.01%
+2,502
1169
$179K ﹤0.01%
521
-163
1170
$179K ﹤0.01%
3,430
-3,176
1171
$179K ﹤0.01%
+3,718
1172
$178K ﹤0.01%
12,000
1173
$178K ﹤0.01%
+2,240
1174
$177K ﹤0.01%
+2,245
1175
$177K ﹤0.01%
2,786
-1,520
45 46
47
48 49