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
2101
$16.9K ﹤0.01%
+1,606
2102
$16.9K ﹤0.01%
+548
2103
$16.8K ﹤0.01%
+271
2104
$16.8K ﹤0.01%
+810
2105
$16.8K ﹤0.01%
+1,300
2106
$16.7K ﹤0.01%
+325
2107
$16.5K ﹤0.01%
+195
2108
$16.5K ﹤0.01%
+200
2109
$16.5K ﹤0.01%
+3,000
2110
$16.4K ﹤0.01%
+694
2111
$16.4K ﹤0.01%
+290
2112
$16.3K ﹤0.01%
+520
2113
$16.2K ﹤0.01%
+190
2114
$16.2K ﹤0.01%
+3,325
2115
$16.1K ﹤0.01%
+1,000
2116
$16.1K ﹤0.01%
+255
2117
$16.1K ﹤0.01%
+847
2118
$15.8K ﹤0.01%
+1,250
2119
$15.7K ﹤0.01%
+700
2120
$15.7K ﹤0.01%
+5,050
2121
$15.7K ﹤0.01%
+301
2122
$15.5K ﹤0.01%
20,000
2123
$15.4K ﹤0.01%
+1,036
2124
$15.4K ﹤0.01%
+700
2125
$15.4K ﹤0.01%
+1,000