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
1776
$38.5K ﹤0.01%
+822
1777
$38.3K ﹤0.01%
+1,550
1778
$38.2K ﹤0.01%
+797
1779
$38.1K ﹤0.01%
+2,246
1780
$38.1K ﹤0.01%
+274
1781
$38K ﹤0.01%
+90
1782
$37.9K ﹤0.01%
+1,377
1783
$37.8K ﹤0.01%
+1,321
1784
$37.7K ﹤0.01%
+893
1785
$37.7K ﹤0.01%
+901
1786
$37.5K ﹤0.01%
+706
1787
$37.5K ﹤0.01%
+3,505
1788
$37.5K ﹤0.01%
+3,626
1789
$37.4K ﹤0.01%
+841
1790
$37.2K ﹤0.01%
+1,067
1791
$37.1K ﹤0.01%
+1,000
1792
$37K ﹤0.01%
+254
1793
$37K ﹤0.01%
+887
1794
$36.9K ﹤0.01%
+759
1795
$36.8K ﹤0.01%
+1,042
1796
$36.8K ﹤0.01%
+343
1797
$36.6K ﹤0.01%
+550
1798
$36.3K ﹤0.01%
+167
1799
$36.2K ﹤0.01%
+1,837
1800
$36.1K ﹤0.01%
+219