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
1401
$100K ﹤0.01%
+1,717
1402
$99.8K ﹤0.01%
+1,720
1403
$99.2K ﹤0.01%
+1,730
1404
$99.2K ﹤0.01%
+621
1405
$99.2K ﹤0.01%
+2,175
1406
$99.1K ﹤0.01%
+3,500
1407
$98.8K ﹤0.01%
+2,047
1408
$98.5K ﹤0.01%
+4,850
1409
$98.1K ﹤0.01%
+3,612
1410
$97.8K ﹤0.01%
+5,765
1411
$97.4K ﹤0.01%
+9,516
1412
$96.2K ﹤0.01%
+519
1413
$96K ﹤0.01%
+6,305
1414
$96K ﹤0.01%
+8,301
1415
$95.5K ﹤0.01%
8,612
-4,624
1416
$95.3K ﹤0.01%
+2,168
1417
$95.1K ﹤0.01%
+3,662
1418
$94.8K ﹤0.01%
+1,858
1419
$94.7K ﹤0.01%
+3,296
1420
$93.9K ﹤0.01%
+710
1421
$93.7K ﹤0.01%
+2,241
1422
$93.5K ﹤0.01%
+1,303
1423
$93.3K ﹤0.01%
+778
1424
$93.1K ﹤0.01%
4,876
-7,260
1425
$93K ﹤0.01%
+3,000
55 56
57
58 59