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
2176
$13K ﹤0.01%
+182
2177
$13K ﹤0.01%
+299
2178
$13K ﹤0.01%
+441
2179
$13K ﹤0.01%
+118
2180
$13K ﹤0.01%
+182
2181
$12.9K ﹤0.01%
+101
2182
$12.9K ﹤0.01%
+355
2183
$12.8K ﹤0.01%
+500
2184
$12.8K ﹤0.01%
+70
2185
$12.7K ﹤0.01%
+1,043
2186
$12.7K ﹤0.01%
+604
2187
$12.6K ﹤0.01%
+122
2188
$12.6K ﹤0.01%
+657
2189
$12.6K ﹤0.01%
+820
2190
$12.5K ﹤0.01%
+131
2191
$12.4K ﹤0.01%
+1,320
2192
$12.4K ﹤0.01%
+43
2193
$12.4K ﹤0.01%
+1,614
2194
$12.4K ﹤0.01%
+500
2195
$12.4K ﹤0.01%
+239
2196
$12.3K ﹤0.01%
+100
2197
$12.3K ﹤0.01%
+1,511
2198
$12.3K ﹤0.01%
+255
2199
$12.3K ﹤0.01%
+137
2200
$12.2K ﹤0.01%
+1,099