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
1876
$30.1K ﹤0.01%
+680
1877
$30K ﹤0.01%
+2,292
1878
$30K ﹤0.01%
+424
1879
$29.8K ﹤0.01%
+212
1880
$29.8K ﹤0.01%
+565
1881
$29.8K ﹤0.01%
+575
1882
$29.7K ﹤0.01%
+398
1883
$29.7K ﹤0.01%
+982
1884
$29.5K ﹤0.01%
+325
1885
$29.5K ﹤0.01%
+1,500
1886
$29.5K ﹤0.01%
+475
1887
$29.3K ﹤0.01%
+993
1888
$29.3K ﹤0.01%
+619
1889
$29.2K ﹤0.01%
+510
1890
$29K ﹤0.01%
+1,343
1891
$29K ﹤0.01%
+481
1892
$29K ﹤0.01%
+1,249
1893
$29K ﹤0.01%
+418
1894
$29K ﹤0.01%
+1,563
1895
$28.9K ﹤0.01%
+3,189
1896
$28.9K ﹤0.01%
+168
1897
$28.8K ﹤0.01%
+294
1898
$28.5K ﹤0.01%
+333
1899
$28.5K ﹤0.01%
+1,020
1900
$28.5K ﹤0.01%
+662
74 75
76
77 78