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
1976
$24K ﹤0.01%
+800
1977
$24K ﹤0.01%
+197
1978
$23.9K ﹤0.01%
+199
1979
$23.8K ﹤0.01%
+640
1980
$23.8K ﹤0.01%
+640
1981
$23.8K ﹤0.01%
+2,081
1982
$23.7K ﹤0.01%
+691
1983
$23.6K ﹤0.01%
+453
1984
$23.6K ﹤0.01%
+369
1985
$23.6K ﹤0.01%
+232
1986
$23.4K ﹤0.01%
+305
1987
$23.3K ﹤0.01%
+310
1988
$23.3K ﹤0.01%
+2,977
1989
$23.2K ﹤0.01%
+1,001
1990
$23.1K ﹤0.01%
+774
1991
$23.1K ﹤0.01%
+3,295
1992
$23.1K ﹤0.01%
+194
1993
$23K ﹤0.01%
+450
1994
$23K ﹤0.01%
+1,959
1995
$23K ﹤0.01%
10,546
1996
$22.9K ﹤0.01%
+364
1997
$22.9K ﹤0.01%
+95
1998
$22.9K ﹤0.01%
+840
1999
$22.8K ﹤0.01%
+1,965
2000
$22.7K ﹤0.01%
+700