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
1376
$106K ﹤0.01%
7,712
-14,953
1377
$106K ﹤0.01%
+1,531
1378
$106K ﹤0.01%
+6,616
1379
$105K ﹤0.01%
+1,500
1380
$105K ﹤0.01%
+878
1381
$104K ﹤0.01%
6,786
-5,206
1382
$104K ﹤0.01%
+960
1383
$103K ﹤0.01%
+1,629
1384
$103K ﹤0.01%
+6,781
1385
$103K ﹤0.01%
+884
1386
$103K ﹤0.01%
+8,742
1387
$102K ﹤0.01%
+3,376
1388
$102K ﹤0.01%
+4,350
1389
$102K ﹤0.01%
+4,091
1390
$102K ﹤0.01%
+2,033
1391
$102K ﹤0.01%
+2,259
1392
$102K ﹤0.01%
+6,738
1393
$102K ﹤0.01%
+1,769
1394
$101K ﹤0.01%
+1,041
1395
$101K ﹤0.01%
+4,035
1396
$101K ﹤0.01%
+851
1397
$101K ﹤0.01%
+2,001
1398
$101K ﹤0.01%
+3,321
1399
$100K ﹤0.01%
+5,124
1400
$100K ﹤0.01%
+1,539
54 55
56
57 58