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
2126
$15.4K ﹤0.01%
+2,071
2127
$15.4K ﹤0.01%
+1,405
2128
$15.3K ﹤0.01%
+1,084
2129
$15.2K ﹤0.01%
+317
2130
$15.2K ﹤0.01%
+311
2131
$15.2K ﹤0.01%
+754
2132
$15.1K ﹤0.01%
+425
2133
$15.1K ﹤0.01%
+3,350
2134
$15.1K ﹤0.01%
+1,000
2135
$15.1K ﹤0.01%
+474
2136
$15K ﹤0.01%
+233
2137
$15K ﹤0.01%
+412
2138
$15K ﹤0.01%
+379
2139
$14.9K ﹤0.01%
+244
2140
$14.9K ﹤0.01%
+150
2141
$14.8K ﹤0.01%
571
-14,284
2142
$14.8K ﹤0.01%
+7,972
2143
$14.7K ﹤0.01%
+800
2144
$14.7K ﹤0.01%
+680
2145
$14.7K ﹤0.01%
+4,916
2146
$14.5K ﹤0.01%
55
-2,108
2147
$14.5K ﹤0.01%
+900
2148
$14.4K ﹤0.01%
+1,493
2149
$14.4K ﹤0.01%
+247
2150
$14.3K ﹤0.01%
+180