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
1501
$78.1K ﹤0.01%
810
-1,312
1502
$78K ﹤0.01%
+3,698
1503
$76.9K ﹤0.01%
+181
1504
$76.6K ﹤0.01%
+2,326
1505
$76.2K ﹤0.01%
+1,189
1506
$75.8K ﹤0.01%
+388
1507
$75.7K ﹤0.01%
+1,169
1508
$75K ﹤0.01%
+3,000
1509
$74.8K ﹤0.01%
+1,009
1510
$74.5K ﹤0.01%
+3,833
1511
$74.4K ﹤0.01%
+918
1512
$74K ﹤0.01%
+2,543
1513
$74K ﹤0.01%
+3,423
1514
$73.9K ﹤0.01%
+680
1515
$73.8K ﹤0.01%
+2,870
1516
$73.7K ﹤0.01%
+2,286
1517
$73.6K ﹤0.01%
+2,971
1518
$72.1K ﹤0.01%
+2,965
1519
$72K ﹤0.01%
+390
1520
$71.4K ﹤0.01%
+681
1521
$71.4K ﹤0.01%
+1,000
1522
$71.3K ﹤0.01%
+1,250
1523
$71.3K ﹤0.01%
+955
1524
$71.3K ﹤0.01%
+3,000
1525
$70.9K ﹤0.01%
+408
59 60
61
62 63