CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$689M
2
+$203M
3
+$163M
4
ULTA icon
Ulta Beauty
ULTA
+$108M
5
MCD icon
McDonald's
MCD
+$103M

Top Sells

1
+$237M
2
+$178M
3
+$103M
4
V icon
Visa
V
+$100M
5
HD icon
Home Depot
HD
+$92.3M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.17%
4 Industrials 10.01%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$124M 0.24%
1,718,575
-580,780
102
$122M 0.24%
152,240
+4,020
103
$120M 0.24%
1,392,466
-3,747
104
$119M 0.23%
227,928
-119,611
105
$116M 0.23%
343,277
+28,651
106
$115M 0.23%
2,785,523
-242,804
107
$114M 0.22%
397,386
-40,954
108
$114M 0.22%
622,405
-6,763
109
$114M 0.22%
114,311
-15,630
110
$113M 0.22%
510,133
-13,902
111
$112M 0.22%
712,362
-4,892
112
$112M 0.22%
2,835,221
+155,655
113
$107M 0.21%
3,640,081
-294,987
114
$104M 0.2%
163,169
-2,317
115
$104M 0.2%
925,507
-232,971
116
$103M 0.2%
1,268,462
+69,781
117
$103M 0.2%
3,732,848
-47,052
118
$100M 0.2%
1,063,239
-9,336
119
$99.9M 0.2%
312,549
-62,531
120
$98.1M 0.19%
136,008
-328,158
121
$97.9M 0.19%
146,484
+30,297
122
$95.2M 0.19%
1,155,611
-96,525
123
$95.1M 0.19%
1,196,235
-22,372
124
$94.1M 0.18%
463,200
-10,620
125
$92.9M 0.18%
174,515
-583
3 4
5
6 7