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
1576
$62.7K ﹤0.01%
+5,340
1577
$62.6K ﹤0.01%
+687
1578
$62.5K ﹤0.01%
+1,950
1579
$62.4K ﹤0.01%
+6,265
1580
$62.2K ﹤0.01%
+580
1581
$62.2K ﹤0.01%
+2,040
1582
$62K ﹤0.01%
+437
1583
$62K ﹤0.01%
+2,552
1584
$61.9K ﹤0.01%
+1,267
1585
$61.8K ﹤0.01%
+952
1586
$61.7K ﹤0.01%
10,500
1587
$61.7K ﹤0.01%
+4,000
1588
$61.6K ﹤0.01%
+950
1589
$61.6K ﹤0.01%
+3,922
1590
$61.5K ﹤0.01%
+2,731
1591
$61.4K ﹤0.01%
+3,492
1592
$61K ﹤0.01%
+1,859
1593
$60.9K ﹤0.01%
+1,600
1594
$60.7K ﹤0.01%
+988
1595
$60.6K ﹤0.01%
+472
1596
$60.3K ﹤0.01%
+4,319
1597
$60.3K ﹤0.01%
+2,659
1598
$60.3K ﹤0.01%
+716
1599
$60K ﹤0.01%
+720
1600
$59.9K ﹤0.01%
+6,122
62 63
64
65 66