CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$689M
2
+$203M
3
+$163M
4
ULTA icon
Ulta Beauty
ULTA
+$108M
5
MCD icon
McDonald's
MCD
+$103M

Top Sells

1
+$237M
2
+$178M
3
+$103M
4
V icon
Visa
V
+$100M
5
HD icon
Home Depot
HD
+$92.3M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.17%
4 Industrials 10.01%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$63.9M 0.13%
90,028
+24,134
152
$62.8M 0.12%
433,114
+670
153
$61.6M 0.12%
3,479,537
-27,395
154
$61.4M 0.12%
1,056,575
+9,331
155
$59.4M 0.12%
343,231
-302,408
156
$58.4M 0.11%
1,130,800
-10,330
157
$58.1M 0.11%
946,420
+611,390
158
$56.5M 0.11%
399,215
+315
159
$56.3M 0.11%
244,463
+14,635
160
$55.6M 0.11%
635,142
-31,990
161
$55.1M 0.11%
810,544
-589,642
162
$54.2M 0.11%
795,605
-197,546
163
$54.1M 0.11%
208,251
+7,423
164
$54M 0.11%
121,317
+9,678
165
$54M 0.11%
168,870
+6,168
166
$53.8M 0.11%
129,066
+22
167
$53.6M 0.1%
175,110
-44
168
$53.2M 0.1%
609,407
+29,259
169
$53M 0.1%
883,811
+10,763
170
$52.8M 0.1%
1,879,598
+19,756
171
$52.1M 0.1%
1,460,042
-1,349
172
$50.9M 0.1%
405,472
+3,158
173
$50.8M 0.1%
201,989
+460
174
$50.6M 0.1%
451,177
-6,983
175
$50.3M 0.1%
10,471,155
-3,676,928
5 6
7
8 9