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
1551
$66.4K ﹤0.01%
+2,102
1552
$66.3K ﹤0.01%
+2,794
1553
$66.2K ﹤0.01%
+1,225
1554
$66.1K ﹤0.01%
+3,972
1555
$66K ﹤0.01%
+1,190
1556
$65.7K ﹤0.01%
+1,758
1557
$65.5K ﹤0.01%
+1,011
1558
$65.3K ﹤0.01%
+2,255
1559
$65.1K ﹤0.01%
+2,008
1560
$65.1K ﹤0.01%
+2,013
1561
$64.6K ﹤0.01%
+2,349
1562
$64.5K ﹤0.01%
1,642
-20,034
1563
$64.5K ﹤0.01%
+711
1564
$64.5K ﹤0.01%
+340
1565
$64.5K ﹤0.01%
+3,511
1566
$64.4K ﹤0.01%
+2,584
1567
$64.4K ﹤0.01%
+4,113
1568
$64.2K ﹤0.01%
+1,408
1569
$64K ﹤0.01%
+2,248
1570
$63.8K ﹤0.01%
+1,495
1571
$63.5K ﹤0.01%
1,500
1572
$63.4K ﹤0.01%
+900
1573
$63K ﹤0.01%
+343
1574
$63K ﹤0.01%
+4,002
1575
$62.8K ﹤0.01%
+3,325
61 62
63
64 65