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
1351
$112K ﹤0.01%
+543
1352
$112K ﹤0.01%
+2,082
1353
$111K ﹤0.01%
+1,831
1354
$111K ﹤0.01%
+8,009
1355
$110K ﹤0.01%
901
-1,573
1356
$110K ﹤0.01%
1,614
-10,781
1357
$110K ﹤0.01%
10,000
-1,061
1358
$110K ﹤0.01%
+1,574
1359
$110K ﹤0.01%
+1,898
1360
$110K ﹤0.01%
+1,290
1361
$109K ﹤0.01%
+4,894
1362
$109K ﹤0.01%
+2,294
1363
$109K ﹤0.01%
+1,820
1364
$108K ﹤0.01%
+6,009
1365
$107K ﹤0.01%
+2,099
1366
$107K ﹤0.01%
+2,226
1367
$107K ﹤0.01%
+878
1368
$107K ﹤0.01%
+7,660
1369
$107K ﹤0.01%
+1,480
1370
$107K ﹤0.01%
+6,359
1371
$107K ﹤0.01%
+1,277
1372
$107K ﹤0.01%
+3,014
1373
$107K ﹤0.01%
+2,414
1374
$106K ﹤0.01%
+9,854
1375
$106K ﹤0.01%
+2,433
53 54
55
56 57