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
1426
$92.6K ﹤0.01%
+1,068
1427
$92.4K ﹤0.01%
+2,573
1428
$92K ﹤0.01%
+2,152
1429
$92K ﹤0.01%
+2,131
1430
$91.8K ﹤0.01%
+27,238
1431
$91.7K ﹤0.01%
17,850
1432
$91.5K ﹤0.01%
+7,513
1433
$91.5K ﹤0.01%
+7,487
1434
$91.4K ﹤0.01%
+8,861
1435
$91.3K ﹤0.01%
+4,671
1436
$90.9K ﹤0.01%
+1,488
1437
$90.6K ﹤0.01%
27,632
-28,675
1438
$90.6K ﹤0.01%
+2,015
1439
$90.5K ﹤0.01%
+2,169
1440
$90.5K ﹤0.01%
+4,094
1441
$90.2K ﹤0.01%
+4,726
1442
$89.6K ﹤0.01%
+456
1443
$89.3K ﹤0.01%
+1,535
1444
$89.2K ﹤0.01%
+1,385
1445
$88.8K ﹤0.01%
+7,074
1446
$88.2K ﹤0.01%
3,595
-5,952
1447
$88.1K ﹤0.01%
+4,232
1448
$88.1K ﹤0.01%
+1,581
1449
$88K ﹤0.01%
+499
1450
$87.3K ﹤0.01%
+4,120
56 57
58
59 60