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
1451
$87.2K ﹤0.01%
+1,640
1452
$87.2K ﹤0.01%
15,000
1453
$87.1K ﹤0.01%
2,440
-3,587
1454
$86.8K ﹤0.01%
+893
1455
$86.3K ﹤0.01%
+2,770
1456
$86.3K ﹤0.01%
+908
1457
$86.2K ﹤0.01%
+2,098
1458
$86K ﹤0.01%
+1,955
1459
$85.9K ﹤0.01%
+466
1460
$84.7K ﹤0.01%
+1,086
1461
$84.6K ﹤0.01%
+2,410
1462
$84.4K ﹤0.01%
+1,700
1463
$83.9K ﹤0.01%
+2,295
1464
$83.8K ﹤0.01%
12,400
1465
$83.6K ﹤0.01%
1,005
-2,252
1466
$83.5K ﹤0.01%
+3,049
1467
$83.3K ﹤0.01%
+130
1468
$83.1K ﹤0.01%
+1,431
1469
$83.1K ﹤0.01%
+4,300
1470
$82.9K ﹤0.01%
+1,667
1471
$82.8K ﹤0.01%
+3,226
1472
$82.8K ﹤0.01%
+1,380
1473
$82.8K ﹤0.01%
+1,649
1474
$82.7K ﹤0.01%
+693
1475
$82.6K ﹤0.01%
+11,541
57 58
59
60 61