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
1301
$125K ﹤0.01%
+3,633
1302
$125K ﹤0.01%
+4,581
1303
$125K ﹤0.01%
15,196
-626
1304
$124K ﹤0.01%
+6,837
1305
$124K ﹤0.01%
+1,290
1306
$123K ﹤0.01%
+7,752
1307
$122K ﹤0.01%
+2,201
1308
$122K ﹤0.01%
+4,740
1309
$122K ﹤0.01%
+3,543
1310
$122K ﹤0.01%
+5,792
1311
$122K ﹤0.01%
+11,354
1312
$121K ﹤0.01%
+3,853
1313
$120K ﹤0.01%
+5,014
1314
$120K ﹤0.01%
+640
1315
$120K ﹤0.01%
+4,046
1316
$119K ﹤0.01%
2,071
-11,439
1317
$119K ﹤0.01%
+2,883
1318
$119K ﹤0.01%
+4,060
1319
$119K ﹤0.01%
+2,575
1320
$119K ﹤0.01%
+3,089
1321
$119K ﹤0.01%
+2,780
1322
$118K ﹤0.01%
+443
1323
$118K ﹤0.01%
+1,005
1324
$118K ﹤0.01%
+4,157
1325
$118K ﹤0.01%
+922
51 52
53
54 55