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
1176
$177K ﹤0.01%
+530
1177
$176K ﹤0.01%
+2,238
1178
$176K ﹤0.01%
28,787
+3,188
1179
$175K ﹤0.01%
42,000
1180
$175K ﹤0.01%
16,226
-2,620
1181
$173K ﹤0.01%
52,804
+5,263
1182
$173K ﹤0.01%
12,404
1183
$173K ﹤0.01%
15,799
+2,448
1184
$173K ﹤0.01%
+5,952
1185
$173K ﹤0.01%
1,304
-1,231
1186
$173K ﹤0.01%
+566
1187
$172K ﹤0.01%
+3,000
1188
$171K ﹤0.01%
+14,157
1189
$171K ﹤0.01%
+1,988
1190
$171K ﹤0.01%
+3,647
1191
$171K ﹤0.01%
+8,088
1192
$171K ﹤0.01%
+3,958
1193
$171K ﹤0.01%
+1,965
1194
$170K ﹤0.01%
+2,081
1195
$169K ﹤0.01%
+1,682
1196
$169K ﹤0.01%
+9,108
1197
$168K ﹤0.01%
+2,312
1198
$167K ﹤0.01%
5,172
-1,455
1199
$167K ﹤0.01%
+1,857
1200
$165K ﹤0.01%
+2,461
46 47
48
49 50