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
1526
$70.8K ﹤0.01%
+6,958
1527
$70.7K ﹤0.01%
+952
1528
$70.4K ﹤0.01%
4,739
-11,420
1529
$70.3K ﹤0.01%
+568
1530
$70K ﹤0.01%
+784
1531
$69.9K ﹤0.01%
+8,040
1532
$69.8K ﹤0.01%
+2,297
1533
$69.7K ﹤0.01%
+2,950
1534
$69K ﹤0.01%
+642
1535
$69K ﹤0.01%
+899
1536
$68.8K ﹤0.01%
+1,000
1537
$68.8K ﹤0.01%
+4,825
1538
$68.4K ﹤0.01%
+1,334
1539
$68.2K ﹤0.01%
+337
1540
$68.2K ﹤0.01%
+1,325
1541
$67.9K ﹤0.01%
+359
1542
$67.8K ﹤0.01%
+924
1543
$67.2K ﹤0.01%
+1,063
1544
$66.9K ﹤0.01%
+1,142
1545
$66.9K ﹤0.01%
+885
1546
$66.8K ﹤0.01%
+2,102
1547
$66.6K ﹤0.01%
+259
1548
$66.5K ﹤0.01%
+1,125
1549
$66.4K ﹤0.01%
+1,756
1550
$66.4K ﹤0.01%
+8,202