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
1251
$141K ﹤0.01%
+635
1252
$141K ﹤0.01%
+5,047
1253
$141K ﹤0.01%
4,984
-2,349
1254
$141K ﹤0.01%
+1,173
1255
$140K ﹤0.01%
12,762
1256
$140K ﹤0.01%
+1,175
1257
$140K ﹤0.01%
8,580
-3,680
1258
$139K ﹤0.01%
+932
1259
$139K ﹤0.01%
+1,079
1260
$139K ﹤0.01%
+7,485
1261
$138K ﹤0.01%
+5,824
1262
$138K ﹤0.01%
+3,760
1263
$138K ﹤0.01%
+3,857
1264
$137K ﹤0.01%
+1,721
1265
$137K ﹤0.01%
+1,389
1266
$137K ﹤0.01%
+1,073
1267
$136K ﹤0.01%
+1,901
1268
$136K ﹤0.01%
+10,358
1269
$136K ﹤0.01%
+2,508
1270
$136K ﹤0.01%
+863
1271
$136K ﹤0.01%
+2,500
1272
$135K ﹤0.01%
+424
1273
$134K ﹤0.01%
+16,113
1274
$134K ﹤0.01%
+12,660
1275
$134K ﹤0.01%
+1,015
49 50
51
52 53