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
2151
$14.2K ﹤0.01%
+225
2152
$14.2K ﹤0.01%
+70
2153
$14.2K ﹤0.01%
+151
2154
$14.1K ﹤0.01%
+187
2155
$14K ﹤0.01%
+165
2156
$14K ﹤0.01%
+5,450
2157
$13.9K ﹤0.01%
+106
2158
$13.9K ﹤0.01%
+376
2159
$13.9K ﹤0.01%
+600
2160
$13.9K ﹤0.01%
+150
2161
$13.9K ﹤0.01%
+100
2162
$13.8K ﹤0.01%
+328
2163
$13.8K ﹤0.01%
+93
2164
$13.8K ﹤0.01%
+304
2165
$13.7K ﹤0.01%
+328
2166
$13.6K ﹤0.01%
+243
2167
$13.5K ﹤0.01%
+645
2168
$13.5K ﹤0.01%
+393
2169
$13.4K ﹤0.01%
+380
2170
$13.3K ﹤0.01%
+388
2171
$13.3K ﹤0.01%
+483
2172
$13.2K ﹤0.01%
+5,000
2173
$13.1K ﹤0.01%
+1,118
2174
$13.1K ﹤0.01%
+126
2175
$13.1K ﹤0.01%
+235