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
1926
$26.6K ﹤0.01%
+1,600
1927
$26.5K ﹤0.01%
+402
1928
$26.5K ﹤0.01%
+586
1929
$26.4K ﹤0.01%
+1,850
1930
$26.4K ﹤0.01%
+1,774
1931
$26.4K ﹤0.01%
+901
1932
$26.4K ﹤0.01%
+2,300
1933
$26.3K ﹤0.01%
+810
1934
$26.2K ﹤0.01%
+400
1935
$26.2K ﹤0.01%
+354
1936
$26.2K ﹤0.01%
+400
1937
$26.2K ﹤0.01%
+312
1938
$26.1K ﹤0.01%
+1,131
1939
$26K ﹤0.01%
+1,800
1940
$26K ﹤0.01%
+487
1941
$25.9K ﹤0.01%
+704
1942
$25.9K ﹤0.01%
+2,254
1943
$25.9K ﹤0.01%
+461
1944
$25.9K ﹤0.01%
+399
1945
$25.9K ﹤0.01%
+501
1946
$25.9K ﹤0.01%
+346
1947
$25.8K ﹤0.01%
+113
1948
$25.7K ﹤0.01%
+793
1949
$25.7K ﹤0.01%
1,467
+1,134
1950
$25.7K ﹤0.01%
+1,131