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
2076
$18.6K ﹤0.01%
+753
2077
$18.4K ﹤0.01%
+388
2078
$18.4K ﹤0.01%
+415
2079
$18.3K ﹤0.01%
+150
2080
$18.3K ﹤0.01%
+198
2081
$18.3K ﹤0.01%
307
2082
$18.1K ﹤0.01%
+533
2083
$18.1K ﹤0.01%
+433
2084
$17.9K ﹤0.01%
+425
2085
$17.9K ﹤0.01%
+170
2086
$17.9K ﹤0.01%
+255
2087
$17.8K ﹤0.01%
+183
2088
$17.8K ﹤0.01%
+300
2089
$17.6K ﹤0.01%
+1,010
2090
$17.6K ﹤0.01%
+500
2091
$17.6K ﹤0.01%
+1,043
2092
$17.4K ﹤0.01%
+881
2093
$17.4K ﹤0.01%
+750
2094
$17.3K ﹤0.01%
+1,300
2095
$17.2K ﹤0.01%
+1,412
2096
$17.2K ﹤0.01%
+205
2097
$17.2K ﹤0.01%
+1,000
2098
$17K ﹤0.01%
+89
2099
$17K ﹤0.01%
+1,565
2100
$16.9K ﹤0.01%
+287