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
1476
$82.5K ﹤0.01%
+1,919
1477
$82.2K ﹤0.01%
+2,417
1478
$81.9K ﹤0.01%
+1,541
1479
$81.8K ﹤0.01%
+1,527
1480
$81.8K ﹤0.01%
+1,208
1481
$81.4K ﹤0.01%
+9,991
1482
$81.1K ﹤0.01%
+2,903
1483
$81K ﹤0.01%
11,325
1484
$80.8K ﹤0.01%
+1,200
1485
$80.7K ﹤0.01%
+1,342
1486
$80.7K ﹤0.01%
+942
1487
$80.5K ﹤0.01%
+508
1488
$80.4K ﹤0.01%
+4,000
1489
$80.3K ﹤0.01%
+685
1490
$80.1K ﹤0.01%
+1,795
1491
$80.1K ﹤0.01%
+7,242
1492
$79.8K ﹤0.01%
+1,361
1493
$79.6K ﹤0.01%
+404
1494
$79.4K ﹤0.01%
+415
1495
$79.1K ﹤0.01%
+3,665
1496
$79.1K ﹤0.01%
+2,256
1497
$79K ﹤0.01%
+1,600
1498
$78.5K ﹤0.01%
+1,545
1499
$78.3K ﹤0.01%
+1,042
1500
$78.2K ﹤0.01%
+411
58 59
60
61 62