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
1676
$50.7K ﹤0.01%
+562
1677
$50.6K ﹤0.01%
+384
1678
$50.5K ﹤0.01%
+1,362
1679
$50.1K ﹤0.01%
+2,000
1680
$50.1K ﹤0.01%
+510
1681
$50K ﹤0.01%
+1,080
1682
$49.9K ﹤0.01%
+1,625
1683
$49.9K ﹤0.01%
+8,297
1684
$49.9K ﹤0.01%
+2,100
1685
$49.8K ﹤0.01%
+447
1686
$49.8K ﹤0.01%
+1,105
1687
$49.6K ﹤0.01%
+1,180
1688
$49.5K ﹤0.01%
+2,989
1689
$49.4K ﹤0.01%
+552
1690
$49.1K ﹤0.01%
+1,886
1691
$48.9K ﹤0.01%
+706
1692
$48.8K ﹤0.01%
+5,550
1693
$48.8K ﹤0.01%
+467
1694
$48.6K ﹤0.01%
+600
1695
$48.6K ﹤0.01%
+2,250
1696
$48.4K ﹤0.01%
+496
1697
$48.4K ﹤0.01%
+1,046
1698
$48.3K ﹤0.01%
+2,748
1699
$48.2K ﹤0.01%
+6,870
1700
$48.2K ﹤0.01%
+1,146