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
176
$49.5M 0.1%
301,403
+5,996
177
$49.3M 0.1%
119,124
-2,286
178
$49.2M 0.1%
471,925
-149,499
179
$48.9M 0.1%
214,754
-3,151
180
$48.8M 0.1%
201,398
-733,398
181
$48.7M 0.1%
189,093
-55,549
182
$48.5M 0.1%
544,802
+134,745
183
$47.9M 0.09%
265,679
-3,662
184
$47.5M 0.09%
495,680
-129,925
185
$46.5M 0.09%
496,363
+12,060
186
$45.4M 0.09%
188,637
+205
187
$45M 0.09%
180,564
+911
188
$43.9M 0.09%
165,398
-848
189
$43.3M 0.08%
417,927
+2,970
190
$41.2M 0.08%
647,559
+1,372
191
$41M 0.08%
996,480
-93,521
192
$40.9M 0.08%
421,477
+341,134
193
$40.8M 0.08%
310,264
-4,074
194
$39.9M 0.08%
148,644
+1,990
195
$39.7M 0.08%
199,181
+1,055
196
$39.1M 0.08%
1,410,288
+48,991
197
$38.9M 0.08%
447,468
+72,838
198
$38.7M 0.08%
637,413
-8,519
199
$38.5M 0.08%
226,025
+1,672
200
$38.2M 0.07%
705,448
+5,468
6 7
8
9 10