CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$689M
2
+$203M
3
+$163M
4
ULTA icon
Ulta Beauty
ULTA
+$108M
5
MCD icon
McDonald's
MCD
+$103M

Top Sells

1
+$237M
2
+$178M
3
+$103M
4
V icon
Visa
V
+$100M
5
HD icon
Home Depot
HD
+$92.3M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.17%
4 Industrials 10.01%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$91.1M 0.18%
474,586
+127,613
127
$90M 0.18%
473,930
+11,377
128
$89.1M 0.17%
2,098,523
+98,023
129
$84.2M 0.17%
269,821
+1,574
130
$84.1M 0.16%
1,056,807
-21,794
131
$82.9M 0.16%
150,393
-2,207
132
$81.3M 0.16%
158,556
+33,961
133
$79.6M 0.16%
701,477
-51,093
134
$78.8M 0.15%
1,863,310
-181,828
135
$78.3M 0.15%
3,242,971
+468,995
136
$75.4M 0.15%
630,139
+298,891
137
$73.7M 0.14%
115,791
+11,544
138
$72.8M 0.14%
453,388
-7,401
139
$70.5M 0.14%
249,076
+574
140
$70.4M 0.14%
289,820
+2,224
141
$70M 0.14%
677,319
+444,840
142
$69.1M 0.14%
2,816,612
-41,092
143
$69.1M 0.14%
89,960
-4,426
144
$68.3M 0.13%
21,552
-97
145
$67.1M 0.13%
155,007
-6,018
146
$67M 0.13%
894,624
+816,376
147
$66.6M 0.13%
540,478
-61,087
148
$65.4M 0.13%
474,367
+11,665
149
$64.7M 0.13%
320,768
-84,356
150
$64M 0.13%
547,463
-2,086
4 5
6
7 8