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
1801
$36.1K ﹤0.01%
+915
1802
$35.9K ﹤0.01%
+1,589
1803
$35.9K ﹤0.01%
+420
1804
$35.9K ﹤0.01%
+850
1805
$35.9K ﹤0.01%
+586
1806
$35.9K ﹤0.01%
+561
1807
$35.8K ﹤0.01%
+1,470
1808
$35.8K ﹤0.01%
+989
1809
$35.7K ﹤0.01%
+498
1810
$35.6K ﹤0.01%
+426
1811
$35.4K ﹤0.01%
+900
1812
$35.3K ﹤0.01%
+715
1813
$35.2K ﹤0.01%
+677
1814
$35.2K ﹤0.01%
+784
1815
$35K ﹤0.01%
+661
1816
$34.9K ﹤0.01%
+375
1817
$34.9K ﹤0.01%
+569
1818
$34.6K ﹤0.01%
+2,650
1819
$34.6K ﹤0.01%
+1,425
1820
$34.6K ﹤0.01%
+1,669
1821
$34.5K ﹤0.01%
+1,575
1822
$34.5K ﹤0.01%
+286
1823
$34.4K ﹤0.01%
+982
1824
$34.3K ﹤0.01%
+1,485
1825
$34.3K ﹤0.01%
270
-16,675