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
1276
$134K ﹤0.01%
+4,549
1277
$133K ﹤0.01%
+802
1278
$133K ﹤0.01%
45,600
1279
$132K ﹤0.01%
+3,132
1280
$132K ﹤0.01%
+4,394
1281
$132K ﹤0.01%
+5,424
1282
$132K ﹤0.01%
+3,230
1283
$132K ﹤0.01%
+5,113
1284
$132K ﹤0.01%
+6,510
1285
$131K ﹤0.01%
+2,331
1286
$131K ﹤0.01%
+1,550
1287
$130K ﹤0.01%
19,945
-9,518
1288
$130K ﹤0.01%
+568
1289
$129K ﹤0.01%
+1,885
1290
$129K ﹤0.01%
+10,028
1291
$129K ﹤0.01%
+1,000
1292
$128K ﹤0.01%
70,000
1293
$128K ﹤0.01%
+2,786
1294
$128K ﹤0.01%
+2,400
1295
$128K ﹤0.01%
+1,695
1296
$128K ﹤0.01%
+1,818
1297
$127K ﹤0.01%
+5,790
1298
$127K ﹤0.01%
+1,300
1299
$127K ﹤0.01%
+4,614
1300
$126K ﹤0.01%
+3,187
50 51
52
53 54