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
2026
$20.8K ﹤0.01%
+963
2027
$20.8K ﹤0.01%
+500
2028
$20.8K ﹤0.01%
+62
2029
$20.7K ﹤0.01%
+467
2030
$20.7K ﹤0.01%
+1,183
2031
$20.6K ﹤0.01%
+47
2032
$20.6K ﹤0.01%
+1,617
2033
$20.5K ﹤0.01%
+1,167
2034
$20.5K ﹤0.01%
+1,000
2035
$20.4K ﹤0.01%
+407
2036
$20.4K ﹤0.01%
+214
2037
$20.3K ﹤0.01%
+3,101
2038
$20.3K ﹤0.01%
+415
2039
$20.3K ﹤0.01%
+1,125
2040
$20.3K ﹤0.01%
+1,165
2041
$20.3K ﹤0.01%
+300
2042
$20.2K ﹤0.01%
+2,400
2043
$20.2K ﹤0.01%
+545
2044
$20.2K ﹤0.01%
+400
2045
$20.1K ﹤0.01%
+200
2046
$20.1K ﹤0.01%
+415
2047
$20K ﹤0.01%
+6,000
2048
$20K ﹤0.01%
+175
2049
$20K ﹤0.01%
+500
2050
$19.7K ﹤0.01%
+819