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
1226
$153K ﹤0.01%
+651
1227
$153K ﹤0.01%
+1,491
1228
$152K ﹤0.01%
+1,954
1229
$152K ﹤0.01%
+1,637
1230
$152K ﹤0.01%
+6,077
1231
$152K ﹤0.01%
15,465
-3,233
1232
$151K ﹤0.01%
2,670
-1,651
1233
$150K ﹤0.01%
+3,315
1234
$149K ﹤0.01%
5,205
-560
1235
$148K ﹤0.01%
+3,600
1236
$148K ﹤0.01%
+6,086
1237
$148K ﹤0.01%
+2,762
1238
$148K ﹤0.01%
+1,110
1239
$148K ﹤0.01%
+2,046
1240
$147K ﹤0.01%
7,969
-9,186
1241
$147K ﹤0.01%
4,730
-9,344
1242
$146K ﹤0.01%
+2,817
1243
$146K ﹤0.01%
1,775
-2,690
1244
$146K ﹤0.01%
+3,738
1245
$145K ﹤0.01%
+7,273
1246
$144K ﹤0.01%
+1,317
1247
$143K ﹤0.01%
+1,514
1248
$142K ﹤0.01%
+1,147
1249
$142K ﹤0.01%
11,790
1250
$142K ﹤0.01%
+364
48 49
50
51 52