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
1626
$56.2K ﹤0.01%
+2,008
1627
$56.1K ﹤0.01%
+236
1628
$55.8K ﹤0.01%
+3,002
1629
$55.6K ﹤0.01%
+2,000
1630
$55.4K ﹤0.01%
+2,142
1631
$55.4K ﹤0.01%
+551
1632
$55.3K ﹤0.01%
+888
1633
$55.2K ﹤0.01%
+3,383
1634
$54.9K ﹤0.01%
+6,580
1635
$54.9K ﹤0.01%
+778
1636
$54.9K ﹤0.01%
+1,510
1637
$54.9K ﹤0.01%
+668
1638
$54.8K ﹤0.01%
+1,073
1639
$54.8K ﹤0.01%
+2,006
1640
$54.8K ﹤0.01%
+1,892
1641
$54.8K ﹤0.01%
+414
1642
$54.7K ﹤0.01%
+1,159
1643
$54.3K ﹤0.01%
15,512
+675
1644
$54K ﹤0.01%
+2,011
1645
$53.5K ﹤0.01%
+3,700
1646
$53.4K ﹤0.01%
+9,691
1647
$53.4K ﹤0.01%
+2,200
1648
$53.4K ﹤0.01%
+1,150
1649
$53.3K ﹤0.01%
+961
1650
$53.2K ﹤0.01%
+2,429
64 65
66
67 68