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
2001
$22.7K ﹤0.01%
+4,794
2002
$22.6K ﹤0.01%
+275
2003
$22.5K ﹤0.01%
+1,074
2004
$22.4K ﹤0.01%
+582
2005
$22.4K ﹤0.01%
+443
2006
$22.3K ﹤0.01%
+250
2007
$22.2K ﹤0.01%
526
-14
2008
$22.2K ﹤0.01%
+700
2009
$22K ﹤0.01%
+562
2010
$22K ﹤0.01%
+300
2011
$22K ﹤0.01%
+939
2012
$22K ﹤0.01%
+1,180
2013
$21.9K ﹤0.01%
+4,528
2014
$21.9K ﹤0.01%
+435
2015
$21.8K ﹤0.01%
+2,250
2016
$21.8K ﹤0.01%
+1,503
2017
$21.2K ﹤0.01%
+2,300
2018
$21.2K ﹤0.01%
+491
2019
$21.2K ﹤0.01%
+1,000
2020
$21.1K ﹤0.01%
+1,493
2021
$21.1K ﹤0.01%
+748
2022
$21.1K ﹤0.01%
+2,500
2023
$21K ﹤0.01%
+1,000
2024
$21K ﹤0.01%
+2,000
2025
$21K ﹤0.01%
+500
79 80
81
82 83