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
1726
$44.1K ﹤0.01%
549
-66,644
1727
$44.1K ﹤0.01%
+364
1728
$43.9K ﹤0.01%
+671
1729
$43.8K ﹤0.01%
+2,167
1730
$43.8K ﹤0.01%
+794
1731
$43.8K ﹤0.01%
+2,983
1732
$43.4K ﹤0.01%
+406
1733
$43.4K ﹤0.01%
+1,850
1734
$42.8K ﹤0.01%
+7,499
1735
$42.6K ﹤0.01%
+1,020
1736
$42.6K ﹤0.01%
+7,000
1737
$42.5K ﹤0.01%
1,167
+79
1738
$42.5K ﹤0.01%
+24
1739
$42.3K ﹤0.01%
+2,000
1740
$42.3K ﹤0.01%
+661
1741
$42.1K ﹤0.01%
11,995
+150
1742
$42.1K ﹤0.01%
+4,636
1743
$42K ﹤0.01%
+7,567
1744
$41.9K ﹤0.01%
+1,888
1745
$41.9K ﹤0.01%
+800
1746
$41.4K ﹤0.01%
+2,000
1747
$41.3K ﹤0.01%
+222
1748
$41.3K ﹤0.01%
+230
1749
$41.2K ﹤0.01%
663
-38,956
1750
$41.1K ﹤0.01%
616
-7,662
68 69
70
71 72