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
1826
$34.2K ﹤0.01%
+670
1827
$34.1K ﹤0.01%
+4,938
1828
$33.9K ﹤0.01%
+994
1829
$33.9K ﹤0.01%
+4,974
1830
$33.8K ﹤0.01%
+2,700
1831
$33.8K ﹤0.01%
+1,519
1832
$33.6K ﹤0.01%
+5,970
1833
$33.5K ﹤0.01%
1,075
1834
$33.5K ﹤0.01%
+2,807
1835
$33.5K ﹤0.01%
+690
1836
$33.4K ﹤0.01%
+1,587
1837
$33.3K ﹤0.01%
+2,469
1838
$33.3K ﹤0.01%
+2,947
1839
$33.2K ﹤0.01%
+1,077
1840
$33K ﹤0.01%
+1,929
1841
$33K ﹤0.01%
+860
1842
$32.7K ﹤0.01%
+641
1843
$32.7K ﹤0.01%
+882
1844
$32.4K ﹤0.01%
+1,263
1845
$32.4K ﹤0.01%
+5,313
1846
$32.4K ﹤0.01%
+846
1847
$32.4K ﹤0.01%
+600
1848
$32.4K ﹤0.01%
+2,307
1849
$32.4K ﹤0.01%
+509
1850
$32.4K ﹤0.01%
+1,361
72 73
74
75 76