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
1326
$118K ﹤0.01%
+1,410
1327
$118K ﹤0.01%
+3,307
1328
$117K ﹤0.01%
+4,026
1329
$117K ﹤0.01%
+2,306
1330
$117K ﹤0.01%
+2,523
1331
$117K ﹤0.01%
+7,350
1332
$117K ﹤0.01%
+1,840
1333
$117K ﹤0.01%
+2,009
1334
$116K ﹤0.01%
+3,910
1335
$116K ﹤0.01%
+5,258
1336
$115K ﹤0.01%
+2,338
1337
$115K ﹤0.01%
+9,150
1338
$115K ﹤0.01%
+8,774
1339
$115K ﹤0.01%
+6,016
1340
$114K ﹤0.01%
992
-791
1341
$114K ﹤0.01%
+2,207
1342
$114K ﹤0.01%
+5,700
1343
$114K ﹤0.01%
22,233
+4,679
1344
$113K ﹤0.01%
+1,722
1345
$113K ﹤0.01%
+902
1346
$113K ﹤0.01%
+76,721
1347
$113K ﹤0.01%
94,400
1348
$113K ﹤0.01%
+1,510
1349
$113K ﹤0.01%
+937
1350
$112K ﹤0.01%
+1,660
52 53
54
55 56