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
1701
$48K ﹤0.01%
+2,010
1702
$47.9K ﹤0.01%
+3,000
1703
$47.8K ﹤0.01%
+560
1704
$47.8K ﹤0.01%
+474
1705
$47.7K ﹤0.01%
+548
1706
$47.7K ﹤0.01%
+3,580
1707
$47.6K ﹤0.01%
+2,010
1708
$47.5K ﹤0.01%
+205
1709
$47K ﹤0.01%
+1,115
1710
$46.8K ﹤0.01%
+1,418
1711
$46.5K ﹤0.01%
+677
1712
$46.5K ﹤0.01%
+548
1713
$46.4K ﹤0.01%
+776
1714
$46.3K ﹤0.01%
+3,450
1715
$46K ﹤0.01%
+3,941
1716
$45.6K ﹤0.01%
+5,000
1717
$45.4K ﹤0.01%
3,333
1718
$45.4K ﹤0.01%
+1,770
1719
$45.3K ﹤0.01%
+795
1720
$45.1K ﹤0.01%
+550
1721
$44.9K ﹤0.01%
+5,533
1722
$44.8K ﹤0.01%
+4,000
1723
$44.4K ﹤0.01%
+4,000
1724
$44.3K ﹤0.01%
+1,077
1725
$44.3K ﹤0.01%
+415