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
1901
$28.4K ﹤0.01%
+1,400
1902
$28.4K ﹤0.01%
+2,223
1903
$28.3K ﹤0.01%
+750
1904
$28.2K ﹤0.01%
+620
1905
$28.1K ﹤0.01%
+1,349
1906
$28K ﹤0.01%
+401
1907
$28K ﹤0.01%
+382
1908
$27.9K ﹤0.01%
+484
1909
$27.9K ﹤0.01%
+2,245
1910
$27.9K ﹤0.01%
+2,407
1911
$27.8K ﹤0.01%
+452
1912
$27.7K ﹤0.01%
+1,075
1913
$27.6K ﹤0.01%
+2,270
1914
$27.6K ﹤0.01%
+2,297
1915
$27.5K ﹤0.01%
+566
1916
$27.5K ﹤0.01%
+709
1917
$27.4K ﹤0.01%
+244
1918
$27.4K ﹤0.01%
+407
1919
$27.1K ﹤0.01%
+394
1920
$27K ﹤0.01%
+631
1921
$26.7K ﹤0.01%
+626
1922
$26.7K ﹤0.01%
+1,003
1923
$26.6K ﹤0.01%
+2,500
1924
$26.6K ﹤0.01%
+276
1925
$26.6K ﹤0.01%
+476