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
1851
$32.2K ﹤0.01%
+3,450
1852
$32.2K ﹤0.01%
+466
1853
$31.8K ﹤0.01%
+4,380
1854
$31.8K ﹤0.01%
+820
1855
$31.6K ﹤0.01%
+1,939
1856
$31.5K ﹤0.01%
+2,870
1857
$31.5K ﹤0.01%
+1,827
1858
$31.5K ﹤0.01%
+500
1859
$31.3K ﹤0.01%
+2,300
1860
$31.3K ﹤0.01%
+400
1861
$31.2K ﹤0.01%
+4,600
1862
$31.2K ﹤0.01%
+1,771
1863
$31.1K ﹤0.01%
+413
1864
$31.1K ﹤0.01%
+1,100
1865
$31.1K ﹤0.01%
+485
1866
$31K ﹤0.01%
+200
1867
$31K ﹤0.01%
+3,429
1868
$30.9K ﹤0.01%
+1,220
1869
$30.8K ﹤0.01%
+876
1870
$30.5K ﹤0.01%
+482
1871
$30.5K ﹤0.01%
793
-4,615
1872
$30.4K ﹤0.01%
+90
1873
$30.4K ﹤0.01%
+2,300
1874
$30.3K ﹤0.01%
+2,000
1875
$30.2K ﹤0.01%
+1,006
73 74
75
76 77