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
1951
$25.6K ﹤0.01%
+1,560
1952
$25.5K ﹤0.01%
+1,078
1953
$25.4K ﹤0.01%
+4,279
1954
$25.4K ﹤0.01%
+4,944
1955
$25.3K ﹤0.01%
+957
1956
$25.2K ﹤0.01%
+850
1957
$25K ﹤0.01%
+505
1958
$25K ﹤0.01%
+443
1959
$25K ﹤0.01%
+1,250
1960
$24.9K ﹤0.01%
+132
1961
$24.9K ﹤0.01%
+2,458
1962
$24.9K ﹤0.01%
+1,585
1963
$24.8K ﹤0.01%
+356
1964
$24.8K ﹤0.01%
+1,079
1965
$24.8K ﹤0.01%
+119
1966
$24.8K ﹤0.01%
12,500
1967
$24.6K ﹤0.01%
+160
1968
$24.6K ﹤0.01%
+240
1969
$24.5K ﹤0.01%
+1,316
1970
$24.4K ﹤0.01%
+750
1971
$24.3K ﹤0.01%
+1,125
1972
$24.3K ﹤0.01%
10,031
1973
$24.2K ﹤0.01%
+1,622
1974
$24.1K ﹤0.01%
+1,000
1975
$24.1K ﹤0.01%
+1,538