CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$689M
2
+$203M
3
+$163M
4
ULTA icon
Ulta Beauty
ULTA
+$108M
5
MCD icon
McDonald's
MCD
+$103M

Top Sells

1
+$237M
2
+$178M
3
+$103M
4
V icon
Visa
V
+$100M
5
HD icon
Home Depot
HD
+$92.3M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.17%
4 Industrials 10.01%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$38.1M 0.07%
486,774
-16,000
202
$37.2M 0.07%
644,139
+463
203
$37.1M 0.07%
924,269
+40,384
204
$36.3M 0.07%
496,545
+110,784
205
$36.1M 0.07%
927,897
-628,851
206
$35.4M 0.07%
323,794
+14,518
207
$34.6M 0.07%
62,384
-26,368
208
$34M 0.07%
956,377
-681,633
209
$33.6M 0.07%
216,799
+182
210
$33.4M 0.07%
101,325
-13,765
211
$33M 0.06%
254,541
+2,848
212
$32.7M 0.06%
445,630
-466,734
213
$32.3M 0.06%
535,153
+51,298
214
$32.2M 0.06%
406,678
-53,525
215
$32M 0.06%
216,341
-162,049
216
$32M 0.06%
411,381
-1,921
217
$31.5M 0.06%
12,259,027
-17,437,564
218
$31.5M 0.06%
138,198
-1,167
219
$31.4M 0.06%
175,814
+471
220
$31.4M 0.06%
538,488
-403,513
221
$31.3M 0.06%
303,064
+84,499
222
$31.1M 0.06%
295,917
-336,727
223
$31M 0.06%
161,399
+43,674
224
$30.8M 0.06%
1,412,540
-199
225
$30.8M 0.06%
871,644
+858,802
7 8
9
10 11