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
1601
$59.4K ﹤0.01%
+842
1602
$59.3K ﹤0.01%
+2,701
1603
$59.3K ﹤0.01%
+1,178
1604
$59.2K ﹤0.01%
+2,788
1605
$59K ﹤0.01%
+542
1606
$58.9K ﹤0.01%
+1,370
1607
$58.6K ﹤0.01%
+1,843
1608
$58.5K ﹤0.01%
+2,810
1609
$58.5K ﹤0.01%
+3,006
1610
$58.4K ﹤0.01%
+1,460
1611
$58.4K ﹤0.01%
+564
1612
$57.9K ﹤0.01%
+1,095
1613
$57.9K ﹤0.01%
919
-28,214
1614
$57.6K ﹤0.01%
+2,967
1615
$57.2K ﹤0.01%
+427
1616
$57.2K ﹤0.01%
+1,223
1617
$56.9K ﹤0.01%
+2,155
1618
$56.9K ﹤0.01%
+450
1619
$56.8K ﹤0.01%
+942
1620
$56.8K ﹤0.01%
+3,600
1621
$56.8K ﹤0.01%
+897
1622
$56.7K ﹤0.01%
+2,155
1623
$56.5K ﹤0.01%
50,000
1624
$56.4K ﹤0.01%
+1,260
1625
$56.3K ﹤0.01%
+2,445
63 64
65
66 67