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
1201
$164K ﹤0.01%
+848
1202
$164K ﹤0.01%
+1,054
1203
$163K ﹤0.01%
+7,640
1204
$161K ﹤0.01%
11,545
-302
1205
$161K ﹤0.01%
3,385
-19,447
1206
$161K ﹤0.01%
+1,603
1207
$161K ﹤0.01%
+3,600
1208
$161K ﹤0.01%
+942
1209
$160K ﹤0.01%
+3,439
1210
$160K ﹤0.01%
8,478
-2,194
1211
$160K ﹤0.01%
+3,525
1212
$159K ﹤0.01%
+7,467
1213
$158K ﹤0.01%
392
-936
1214
$158K ﹤0.01%
+1,033
1215
$158K ﹤0.01%
2,927
-3,015
1216
$157K ﹤0.01%
+3,190
1217
$157K ﹤0.01%
+2,850
1218
$157K ﹤0.01%
172,649
1219
$155K ﹤0.01%
+1,457
1220
$154K ﹤0.01%
+4,343
1221
$154K ﹤0.01%
+1,657
1222
$153K ﹤0.01%
+4,803
1223
$153K ﹤0.01%
2,225
-575
1224
$153K ﹤0.01%
+1,549
1225
$153K ﹤0.01%
+1,382
47 48
49
50 51